FirstPurpose Wealth’s Becton Dickinson BDX Stock Holding History

FirstPurpose Wealth’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	$413K	Sell	1,712 -5	-0.3%	-$1.2K	0.15%	125
2023 Q4	$419K	Buy	1,717 +45	+3%	+$11.1K	0.16%	110
2023 Q3	$432K	Sell	1,672 -168	-9%	-$45.4K	0.19%	95
2023 Q2	$486K	Buy	1,840 +40	+2%	+$10.2K	0.21%	84
2023 Q1	$446K	Buy	1,800 +90	+5%	+$22K	0.22%	85
2022 Q4	$435K	Buy	1,710 +485	+40%	+$114K	0.24%	81
2022 Q3	$273K	Buy	1,225 +125	+11%	+$31.1K	0.18%	104
2022 Q2	$271K	Buy	1,100 +91	+9%	+$23.1K	0.18%	101
2022 Q1	$262K	Buy	1,009 +45	+5%	+$11.6K	0.2%	107
2021 Q4	$236K	Buy	+964	New	+$231K	0.15%	117

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

FirstPurpose Wealth's BDX Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Becton Dickinson (BDX) stake by 0.29% in Q1 2024, selling an estimated $1.2K and leaving 1,712 shares worth $413K. The position accounts for 0.15% of the portfolio, ranked #125.

FirstPurpose Wealth first reported a position in BDX in Q4 2021 and has held it in 10 quarters since. The position peaked at $486K in Q2 2023. 1,603 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

FirstPurpose Wealth held 1,712 shares of Becton Dickinson worth $413K as of Q1 2024.
FirstPurpose Wealth sold 5 Becton Dickinson shares in Q1 2024, an estimated $1.2K.
Becton Dickinson made up 0.15% of FirstPurpose Wealth's portfolio in Q1 2024, its #125 holding.
FirstPurpose Wealth first reported a position in Becton Dickinson in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's Becton Dickinson position peaked at $486K in Q2 2023.
1,603 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.