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Curi Wealth Management’s Becton Dickinson BDX Stock Holding History

Curi 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
2024
Q1 		– Sell
-1,534
Closed -$374K – 12
2023
Q4 		$374K Sell
1,534
-4
-0.3% -$986 0.05% 101
2023
Q3 		$398K Sell
1,538
-156
-9% -$42.1K 0.06% 94
2023
Q2 		$447K Sell
1,694
-63
-4% -$16K 0.06% 94
2023
Q1 		$435K Buy
1,757
+63
+4% +$15.4K 0.06% 102
2022
Q4 		$431K Buy
1,694
+4
+0.2% +$944 0.06% 119
2022
Q3 		$377K Sell
1,690
-32
-2% -$7.96K 0.06% 116
2022
Q2 		$425K Buy
1,722
+11
+0.6% +$2.79K 0.08% 70
2022
Q1 		$444K Sell
1,711
-2,717
-61% -$700K 0.08% 67
2021
Q4 		$1.09M Buy
4,428
+2,975
+205% +$713K 0.19% 54
2021
Q3 		$348K Sell
1,453
-77
-5% -$18.9K 0.16% 55
2021
Q2 		$363K Buy
1,530
+59
+4% +$14.1K 0.18% 61
2021
Q1 		$348K Buy
1,471
+18
+1% +$4.4K 0.22% 56
2020
Q4 		$354K Buy
+1,453
New +$339K 0.26% 49

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Curi Wealth Management's BDX Position: Q1 2024 in Review

Curi Wealth Management sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 1,534 shares — an estimated $374K sold.

Curi Wealth Management first reported a position in BDX in Q4 2020 and held it in 13 quarters. The position peaked at $1.09M in Q4 2021. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • Curi Wealth Management reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 1,534 Becton Dickinson shares in Q1 2024, an estimated $374K.
  • Curi Wealth Management first reported a position in Becton Dickinson in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's Becton Dickinson position peaked at $1.09M in Q4 2021.
  • 1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.