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Engrave Wealth Partners’s Becton Dickinson BDX Stock Holding History

Engrave 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
2020
Q3 		– Sell
-68
Closed -$15K – 91
2020
Q2 		$15K Hold
68
– – 0.01% 210
2020
Q1 		$15K Hold
68
– – 0.02% 169
2019
Q4 		$17K Buy
+68
New +$17K 0.02% 239

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Engrave Wealth Partners's BDX Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Becton Dickinson (BDX) in Q3 2020, closing a stake of 68 shares — an estimated $15K sold.

Engrave Wealth Partners first reported a position in BDX in Q4 2019 and held it in 3 quarters. The position peaked at $17K in Q4 2019. 1,436 funds tracked by Wall St. Rank hold BDX as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Becton Dickinson position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 68 Becton Dickinson shares in Q3 2020, an estimated $15K.
  • Engrave Wealth Partners first reported a position in Becton Dickinson in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Becton Dickinson position peaked at $17K in Q4 2019.
  • 1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.