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Fiduciary Alliance’s Becton Dickinson BDX Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-225
Closed -$59.4K – 241
2023
Q2 		$59.4K Buy
+225
New +$57.1K 0.01% 286
2023
Q1 		– Sell
-11
Closed -$2.8K – 214
2022
Q4 		$2.8K Buy
+11
New +$2.6K ﹤0.01% 636

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiduciary Alliance's BDX Position: Q3 2023 in Review

Fiduciary Alliance sold out of Becton Dickinson (BDX) in Q3 2023, closing a stake of 225 shares — an estimated $59.4K sold.

Fiduciary Alliance first reported a position in BDX in Q4 2022 and held it in 2 quarters. The position peaked at $59.4K in Q2 2023. 1,552 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

  • Fiduciary Alliance reported no remaining Becton Dickinson position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 225 Becton Dickinson shares in Q3 2023, an estimated $59.4K.
  • Fiduciary Alliance first reported a position in Becton Dickinson in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Becton Dickinson position peaked at $59.4K in Q2 2023.
  • 1,552 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.