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Fiduciary Planning’s Becton Dickinson BDX Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-52
Closed -$12K – 80
2021
Q1 		$12K Hold
52
– – 0.02% 149
2020
Q4 		$13K Hold
52
– – 0.02% 135
2020
Q3 		$12K Buy
+52
New +$12.8K 0.02% 101

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Fiduciary Planning's BDX Position: Q2 2021 in Review

Fiduciary Planning sold out of Becton Dickinson (BDX) in Q2 2021, closing a stake of 52 shares — an estimated $12K sold.

Fiduciary Planning first reported a position in BDX in Q3 2020 and held it in 3 quarters. The position peaked at $13K in Q4 2020. 1,485 funds tracked by Wall St. Rank hold BDX as of Q2 2021.

  • Fiduciary Planning reported no remaining Becton Dickinson position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 52 Becton Dickinson shares in Q2 2021, an estimated $12K.
  • Fiduciary Planning first reported a position in Becton Dickinson in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Becton Dickinson position peaked at $13K in Q4 2020.
  • 1,485 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.