Cornerstone Wealth Management’s Becton Dickinson BDX Stock Holding History

Cornerstone Wealth Management’s Portfolio BDX Stock Details BDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,744	Closed	-$451K	–	524
2023 Q3	$451K	Buy	+1,744	New	+$471K	0.04%	326
2022 Q1	–	Sell	-1,693	Closed	-$427K	–	469
2021 Q4	$427K	Buy	+1,693	New	+$406K	0.04%	314
2019 Q3	–	Sell	-839	Closed	-$208K	–	348
2019 Q2	$208K	Sell	839 -75	-8%	-$17.4K	0.04%	335
2019 Q1	$578K	Buy	+914	New	+$216K	0.07%	258
2018 Q4	–	Sell	-663,981	Closed	-$3.29M	–	410
2018 Q3	$3.29M	Buy	663,981 +464,964	+234%	+$115M	0.04%	378
2018 Q2	$812K	Buy	+199,017	New	+$44.3M	0.01%	846
2018 Q1	–	Sell	-3,496	Closed	-$756K	–	383
2017 Q4	$756K	Buy	3,496 +128	+4%	+$26.8K	0.14%	145
2017 Q3	$646K	Buy	3,368 +699	+26%	+$136K	0.13%	152
2017 Q2	$514K	Buy	+2,669	New	+$487K	0.12%	177
2016 Q4	–	Sell	-2,354	Closed	-$404K	–	281
2016 Q3	$404K	Buy	+2,354	New	+$403K	0.15%	138

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Wealth Management's BDX Position: Q4 2023 in Review

Cornerstone Wealth Management sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 1,744 shares — an estimated $451K sold.

Cornerstone Wealth Management first reported a position in BDX in Q3 2016 and held it in 10 quarters. The position peaked at $3.29M in Q3 2018. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

Cornerstone Wealth Management reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
Cornerstone Wealth Management sold 1,744 Becton Dickinson shares in Q4 2023, an estimated $451K.
Cornerstone Wealth Management first reported a position in Becton Dickinson in Q3 2016 and held it in 10 quarters.
Cornerstone Wealth Management's Becton Dickinson position peaked at $3.29M in Q3 2018.
1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Cornerstone Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.