FWM
BDX icon

Focused Wealth Management’s Becton Dickinson BDX Stock Holding History

Focused 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
2020
Q4 		– Sell
-6,150
Closed -$9K – 820
2020
Q3 		$9K Buy
+6,150
New +$1.51M ﹤0.01% 517

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Focused Wealth Management's BDX Position: Q1 2024 in Review

Focused Wealth Management sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 100 shares — an estimated $24.4K sold.

Focused Wealth Management first reported a position in BDX in Q3 2013 and held it in 38 quarters. The position peaked at $176K in Q4 2021. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • Focused Wealth Management reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 100 Becton Dickinson shares in Q1 2024, an estimated $24.4K.
  • Focused Wealth Management first reported a position in Becton Dickinson in Q3 2013 and held it in 38 quarters.
  • Focused Wealth Management's Becton Dickinson position peaked at $176K in Q4 2021.
  • 1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.