Financial & Tax Architects’s Becton Dickinson BDX Stock Holding History

Financial & Tax Architects’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
2024 Q1	–	Sell	-20,763	Closed	-$5.06M	–	86
2023 Q4	$5.06M	Buy	20,763 +434	+2%	+$107K	1.5%	32
2023 Q3	$5.26M	Buy	20,329 +261	+1%	+$70.5K	1.63%	24
2023 Q2	$5.3M	Buy	20,068 +498	+3%	+$126K	1.64%	22
2023 Q1	$4.84M	Buy	19,570 +970	+5%	+$237K	1.59%	31
2022 Q4	$4.72M	Buy	18,600 +435	+2%	+$103K	1.61%	29
2022 Q3	$4.05M	Buy	+18,165	New	+$4.52M	1.52%	30
2022 Q1	–	Sell	-855	Closed	-$210K	–	91
2021 Q4	$210K	Sell	855 -13,026	-94%	-$3.12M	0.09%	92
2021 Q3	$3.33M	Buy	13,881 +791	+6%	+$194K	1.52%	29
2021 Q2	$3.11M	Buy	13,090 +1,820	+16%	+$436K	1.52%	31
2021 Q1	$2.67M	Buy	+11,270	New	+$2.75M	1.5%	27

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial & Tax Architects's BDX Position: Q1 2024 in Review

Financial & Tax Architects sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 20,763 shares — an estimated $5.06M sold.

Financial & Tax Architects first reported a position in BDX in Q1 2021 and held it in 10 quarters. The position peaked at $5.3M in Q2 2023. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

Financial & Tax Architects reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
Financial & Tax Architects sold 20,763 Becton Dickinson shares in Q1 2024, an estimated $5.06M.
Financial & Tax Architects first reported a position in Becton Dickinson in Q1 2021 and held it in 10 quarters.
Financial & Tax Architects's Becton Dickinson position peaked at $5.3M in Q2 2023.
1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Financial & Tax Architects's 13F filing for Q1 2024, filed 8 May 2024.