Fusion Family Wealth’s Becton Dickinson BDX Stock Holding History

Fusion Family 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
2019 Q1	–	Sell	-2,050	Closed	-$451K	–	161
2018 Q4	$451K	Hold	2,050	–	–	0.13%	41
2018 Q3	$522K	Hold	2,050	–	–	0.14%	32
2018 Q2	$479K	Hold	2,050	–	–	0.13%	36
2018 Q1	$433K	Hold	2,050	–	–	0.15%	35
2017 Q4	$428K	Buy	+2,050	New	+$429K	0.11%	46
2017 Q3	–	Sell	-2,050	Closed	-$390K	–	233
2017 Q2	$390K	Hold	2,050	–	–	0.13%	48
2017 Q1	$367K	Hold	2,050	–	–	0.14%	50
2016 Q4	$345K	Buy	+2,050	New	+$340K	0.2%	50

Other funds holding BDX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fusion Family Wealth's BDX Position: Q1 2019 in Review

Fusion Family Wealth sold out of Becton Dickinson (BDX) in Q1 2019, closing a stake of 2,050 shares — an estimated $451K sold.

Fusion Family Wealth first reported a position in BDX in Q4 2016 and held it in 8 quarters. The position peaked at $522K in Q3 2018. 1,381 funds tracked by Wall St. Rank hold BDX as of Q1 2019.

Fusion Family Wealth reported no remaining Becton Dickinson position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 2,050 Becton Dickinson shares in Q1 2019, an estimated $451K.
Fusion Family Wealth first reported a position in Becton Dickinson in Q4 2016 and held it in 8 quarters.
Fusion Family Wealth's Becton Dickinson position peaked at $522K in Q3 2018.
1,381 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.