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FinTrust Capital Advisors’s Becton Dickinson BDX Stock Holding History

FinTrust Capital Advisors’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
Q3 		$59.8K Sell
248
-290
-54% -$68K 0.01% 531
2024
Q2 		$126K Sell
538
-98
-15% -$23.1K 0.02% 367
2024
Q1 		$157K Buy
636
+74
+13% +$17.7K 0.03% 320
2023
Q4 		$137K Buy
562
+18
+3% +$4.44K 0.03% 320
2023
Q3 		$141K Buy
544
+153
+39% +$41.3K 0.03% 296
2023
Q2 		$99.4K Hold
391
– – 0.02% 350
2023
Q1 		$99.4K Hold
391
– – 0.02% 347
2022
Q4 		$99.4K Sell
391
-69
-15% -$16.3K 0.02% 347
2022
Q3 		$106K Sell
460
-21
-4% -$5.23K 0.03% 362
2022
Q2 		$116K Buy
481
+11
+2% +$2.79K 0.03% 364
2022
Q1 		$123K Buy
470
+117
+33% +$30.1K 0.03% 381
2021
Q4 		$87K Hold
353
– – 0.02% 451
2021
Q3 		$85K Hold
353
– – 0.02% 456
2021
Q2 		$84K Sell
353
-38
-10% -$9.11K 0.02% 461
2021
Q1 		$93K Buy
391
+116
+42% +$28.3K 0.03% 431
2020
Q4 		$67K Sell
275
-133
-33% -$31K 0.02% 453
2020
Q3 		$93 Hold
408
– – 0.02% 375
2020
Q2 		$95K Sell
408
-240
-37% -$57.8K 0.04% 346
2020
Q1 		$145K Sell
648
-27
-4% -$6.67K 0.07% 241
2019
Q4 		$179K Sell
675
-72
-10% -$17.9K 0.07% 229
2019
Q3 		$184K Buy
747
+154
+26% +$38K 0.06% 234
2019
Q2 		$146K Buy
593
+556
+1,503% +$129K 0.06% 241
2019
Q1 		$9K Sell
37
-579
-94% -$137K ﹤0.01% 794
2018
Q4 		$135K Buy
+616
New +$143K 0.07% 224

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FinTrust Capital Advisors's BDX Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Becton Dickinson (BDX) stake by 54% in Q3 2024, selling an estimated $68K and leaving 248 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #531.

FinTrust Capital Advisors first reported a position in BDX in Q4 2018 and has held it in 24 quarters since. The position peaked at $184K in Q3 2019. 1,575 funds tracked by Wall St. Rank hold BDX as of Q3 2024.

  • FinTrust Capital Advisors held 248 shares of Becton Dickinson worth $59.8K as of Q3 2024.
  • FinTrust Capital Advisors sold 290 Becton Dickinson shares in Q3 2024, an estimated $68K.
  • Becton Dickinson made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #531 holding.
  • FinTrust Capital Advisors first reported a position in Becton Dickinson in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Becton Dickinson position peaked at $184K in Q3 2019.
  • 1,575 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.