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Curated Wealth Partners’s Becton Dickinson BDX Stock Holding History

Curated Wealth Partners’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
2022
Q3 		– Sell
-836
Closed -$205K – 129
2022
Q2 		$205K Sell
836
-473
-36% -$120K 0.06% 124
2022
Q1 		$321K Hold
1,309
– – 0.11% 103
2021
Q4 		$321K Buy
+1,309
New +$314K 0.1% 106

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curated Wealth Partners's BDX Position: Q3 2022 in Review

Curated Wealth Partners sold out of Becton Dickinson (BDX) in Q3 2022, closing a stake of 836 shares — an estimated $205K sold.

Curated Wealth Partners first reported a position in BDX in Q4 2021 and held it in 3 quarters. The position peaked at $321K in Q1 2022. 1,506 funds tracked by Wall St. Rank hold BDX as of Q3 2022.

  • Curated Wealth Partners reported no remaining Becton Dickinson position as of Q3 2022 after selling out during the quarter.
  • Curated Wealth Partners sold 836 Becton Dickinson shares in Q3 2022, an estimated $205K.
  • Curated Wealth Partners first reported a position in Becton Dickinson in Q4 2021 and held it in 3 quarters.
  • Curated Wealth Partners's Becton Dickinson position peaked at $321K in Q1 2022.
  • 1,506 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2022.

Based on Curated Wealth Partners's 13F filing for Q3 2022, filed 14 Oct 2022.