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Guardian Wealth Advisors (Minnesota)’s Becton Dickinson BDX Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
Q4 		– Sell
-832
Closed -$201K – 76
2024
Q3 		$201K Buy
+832
New +$195K 0.12% 81
2024
Q2 		– Sell
-867
Closed -$214K – 81
2024
Q1 		$214K Sell
867
-9
-1% -$2.15K 0.14% 74
2023
Q4 		$214K Buy
876
+7
+0.8% +$1.73K 0.15% 73
2023
Q3 		$225K Sell
869
-57
-6% -$15.4K 0.17% 62
2023
Q2 		$244K Sell
926
-10
-1% -$2.54K 0.18% 62
2023
Q1 		$232K Buy
936
+77
+9% +$18.8K 0.18% 64
2022
Q4 		$218K Buy
+859
New +$203K 0.19% 61
2022
Q3 		– Sell
-846
Closed -$208K – 60
2022
Q2 		$208K Sell
846
-19
-2% -$4.82K 0.19% 62
2022
Q1 		$224K Sell
865
-1
-0.1% -$257 0.18% 61
2021
Q4 		$213K Buy
866
+7
+0.8% +$1.68K 0.17% 63
2021
Q3 		$206K Buy
859
+2
+0.2% +$491 0.18% 61
2021
Q2 		$203K Sell
857
-3
-0.3% -$719 0.18% 66
2021
Q1 		$204K Sell
860
-4
-0.5% -$977 0.19% 63
2020
Q4 		$211K Buy
+864
New +$201K 0.21% 62

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s BDX Position: Q4 2024 in Review

Guardian Wealth Advisors (Minnesota) sold out of Becton Dickinson (BDX) in Q4 2024, closing a stake of 832 shares — an estimated $201K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in BDX in Q4 2020 and held it in 14 quarters. The position peaked at $244K in Q2 2023. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

  • Guardian Wealth Advisors (Minnesota) reported no remaining Becton Dickinson position as of Q4 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (Minnesota) sold 832 Becton Dickinson shares in Q4 2024, an estimated $201K.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Becton Dickinson in Q4 2020 and held it in 14 quarters.
  • Guardian Wealth Advisors (Minnesota)'s Becton Dickinson position peaked at $244K in Q2 2023.
  • 1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q4 2024, filed 28 Jan 2025.