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Forvis Mazars Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Forvis Mazars Wealth 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
2021
Q1 		– Sell
-1,426
Closed -$348K – 286
2020
Q4 		$348K Buy
+1,426
New +$333K 0.02% 270
2020
Q3 		– Sell
-942
Closed -$220K – 323
2020
Q2 		$220K Sell
942
-14
-1% -$3.37K 0.01% 290
2020
Q1 		$214K Buy
956
+102
+12% +$25.2K 0.02% 264
2019
Q4 		$227K Buy
+854
New +$213K 0.02% 268
2019
Q2 		– Sell
-880
Closed -$215K – 257
2019
Q1 		$215K Buy
+880
New +$208K 0.02% 239

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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

Forvis Mazars Wealth Advisors's BDX Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Becton Dickinson (BDX) in Q1 2021, closing a stake of 1,426 shares — an estimated $348K sold.

Forvis Mazars Wealth Advisors first reported a position in BDX in Q1 2019 and held it in 5 quarters. The position peaked at $348K in Q4 2020. 1,520 funds tracked by Wall St. Rank hold BDX as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Becton Dickinson position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,426 Becton Dickinson shares in Q1 2021, an estimated $348K.
  • Forvis Mazars Wealth Advisors first reported a position in Becton Dickinson in Q1 2019 and held it in 5 quarters.
  • Forvis Mazars Wealth Advisors's Becton Dickinson position peaked at $348K in Q4 2020.
  • 1,520 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.