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Executive Wealth Management’s Becton Dickinson BDX Stock Holding History

Executive 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
2019
Q3 		– Sell
-315
Closed -$77K – 192
2019
Q2 		$77K Hold
315
– – 0.01% 240
2019
Q1 		$77K Sell
315
-3
-0.9% -$709 0.01% 218
2018
Q4 		$70K Buy
+318
New +$73.8K 0.01% 236

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Executive Wealth Management's BDX Position: Q3 2019 in Review

Executive Wealth Management sold out of Becton Dickinson (BDX) in Q3 2019, closing a stake of 315 shares — an estimated $77K sold.

Executive Wealth Management first reported a position in BDX in Q4 2018 and held it in 3 quarters. The position peaked at $77K in Q2 2019. 1,401 funds tracked by Wall St. Rank hold BDX as of Q3 2019.

  • Executive Wealth Management reported no remaining Becton Dickinson position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 315 Becton Dickinson shares in Q3 2019, an estimated $77K.
  • Executive Wealth Management first reported a position in Becton Dickinson in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Becton Dickinson position peaked at $77K in Q2 2019.
  • 1,401 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.