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Global Wealth Management Investment Advisory’s Becton Dickinson BDX Stock Holding History

Global Wealth Management Investment Advisory’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 		– Sell
-5,574
Closed -$1.36M – 170
2023
Q4 		$1.36M Buy
5,574
+452
+9% +$111K 0.35% 74
2023
Q3 		$1.32M Buy
5,122
+397
+8% +$107K 0.37% 75
2023
Q2 		$1.25M Buy
4,725
+408
+9% +$104K 0.34% 82
2023
Q1 		$1.07M Buy
4,317
+958
+29% +$234K 0.32% 79
2022
Q4 		$854K Buy
3,359
+410
+14% +$96.8K 0.28% 85
2022
Q3 		$657K Buy
2,949
+276
+10% +$68.7K 0.23% 94
2022
Q2 		$659K Buy
2,673
+302
+13% +$76.7K 0.22% 89
2022
Q1 		$615K Buy
2,371
+71
+3% +$18.3K 0.18% 97
2021
Q4 		$564K Buy
2,300
+65
+3% +$15.6K 0.17% 99
2021
Q3 		$536K Buy
2,235
+289
+15% +$70.9K 0.17% 99
2021
Q2 		$462K Buy
1,946
+82
+4% +$19.7K 0.15% 101
2021
Q1 		$442K Buy
1,864
+237
+15% +$57.9K 0.16% 97
2020
Q4 		$397K Buy
1,627
+176
+12% +$41K 0.15% 98
2020
Q3 		$329K Buy
1,451
+138
+11% +$33.9K 0.14% 95
2020
Q2 		$306K Buy
1,313
+272
+26% +$65.6K 0.13% 98
2020
Q1 		$233K Buy
1,041
+3
+0.3% +$741 0.12% 99
2019
Q4 		$276K Buy
1,038
+29
+3% +$7.23K 0.12% 100
2019
Q3 		$249K Buy
1,009
+33
+3% +$8.15K 0.11% 99
2019
Q2 		$240K Buy
976
+56
+6% +$13K 0.12% 97
2019
Q1 		$224K Buy
920
+517
+128% +$122K 0.12% 110
2018
Q4 		$89K Buy
+403
New +$93.5K 0.05% 187

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Global Wealth Management Investment Advisory's BDX Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 5,574 shares — an estimated $1.36M sold.

Global Wealth Management Investment Advisory first reported a position in BDX in Q4 2018 and held it in 21 quarters. The position peaked at $1.36M in Q4 2023. 1,605 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 5,574 Becton Dickinson shares in Q1 2024, an estimated $1.36M.
  • Global Wealth Management Investment Advisory first reported a position in Becton Dickinson in Q4 2018 and held it in 21 quarters.
  • Global Wealth Management Investment Advisory's Becton Dickinson position peaked at $1.36M in Q4 2023.
  • 1,605 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.