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Forza Wealth Management’s Becton Dickinson BDX Stock Holding History

Forza 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
2023
Q4 		– Sell
-1,100
Closed -$284K – 169
2023
Q3 		$284K Hold
1,100
– – 0.15% 153
2023
Q2 		$290K Hold
1,100
– – 0.15% 154
2023
Q1 		$272K Buy
+1,100
New +$269K 0.14% 154

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forza Wealth Management's BDX Position: Q4 2023 in Review

Forza Wealth Management sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 1,100 shares — an estimated $284K sold.

Forza Wealth Management first reported a position in BDX in Q1 2023 and held it in 3 quarters. The position peaked at $290K in Q2 2023. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

  • Forza Wealth Management reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
  • Forza Wealth Management sold 1,100 Becton Dickinson shares in Q4 2023, an estimated $284K.
  • Forza Wealth Management first reported a position in Becton Dickinson in Q1 2023 and held it in 3 quarters.
  • Forza Wealth Management's Becton Dickinson position peaked at $290K in Q2 2023.
  • 1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Forza Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.