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Filbrandt Wealth Management’s Becton Dickinson BDX Stock Holding History

Filbrandt 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
2021
Q2 		– Sell
-4
Closed -$1K – 181
2021
Q1 		$1K Buy
+4
New +$977 ﹤0.01% 166
2020
Q1 		– Sell
-69
Closed -$18K – 259
2019
Q4 		$18K Buy
+69
New +$17.2K 0.02% 120

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

Filbrandt Wealth Management's BDX Position: Q2 2021 in Review

Filbrandt Wealth Management sold out of Becton Dickinson (BDX) in Q2 2021, closing a stake of 4 shares — an estimated $1K sold.

Filbrandt Wealth Management first reported a position in BDX in Q4 2019 and held it in 2 quarters. The position peaked at $18K in Q4 2019. 1,485 funds tracked by Wall St. Rank hold BDX as of Q2 2021.

  • Filbrandt Wealth Management reported no remaining Becton Dickinson position as of Q2 2021 after selling out during the quarter.
  • Filbrandt Wealth Management sold 4 Becton Dickinson shares in Q2 2021, an estimated $1K.
  • Filbrandt Wealth Management first reported a position in Becton Dickinson in Q4 2019 and held it in 2 quarters.
  • Filbrandt Wealth Management's Becton Dickinson position peaked at $18K in Q4 2019.
  • 1,485 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2021.

Based on Filbrandt Wealth Management's 13F filing for Q2 2021, filed 7 Jul 2021.