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Evolution Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-100
Closed -$24K – 203
2021
Q3 		$24K Buy
100
+34
+52% +$8.34K 0.01% 295
2021
Q2 		$16K Buy
66
+21
+47% +$5.03K ﹤0.01% 332
2021
Q1 		$11K Hold
45
– – ﹤0.01% 397
2020
Q4 		$11K Sell
45
-48
-52% -$11.2K ﹤0.01% 337
2020
Q3 		$21K Buy
93
+51
+121% +$12.5K 0.01% 264
2020
Q2 		$10K Buy
42
+19
+83% +$4.58K ﹤0.01% 281
2020
Q1 		$5K Sell
23
-16
-41% -$3.95K ﹤0.01% 251
2019
Q4 		$10K Buy
39
+15
+63% +$3.74K ﹤0.01% 296
2019
Q3 		$6K Hold
24
– – ﹤0.01% 243
2019
Q2 		$6K Buy
+24
New +$5.58K ﹤0.01% 227

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's BDX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Becton Dickinson (BDX) in Q4 2021, closing a stake of 100 shares — an estimated $24K sold.

Evolution Wealth Advisors first reported a position in BDX in Q2 2019 and held it in 10 quarters. The position peaked at $24K in Q3 2021. 1,568 funds tracked by Wall St. Rank hold BDX as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Becton Dickinson position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 100 Becton Dickinson shares in Q4 2021, an estimated $24K.
  • Evolution Wealth Advisors first reported a position in Becton Dickinson in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Becton Dickinson position peaked at $24K in Q3 2021.
  • 1,568 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.