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

Guardian Wealth Advisors (North Carolina)’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
-783
Closed -$202K – 444
2023
Q3 		$202K Buy
+783
New +$212K 0.03% 237

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

Guardian Wealth Advisors (North Carolina)'s BDX Position: Q4 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 783 shares — an estimated $202K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BDX in Q3 2023 and held it in 1 quarter. The position peaked at $202K in Q3 2023. 1,593 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 783 Becton Dickinson shares in Q4 2023, an estimated $202K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Becton Dickinson in Q3 2023 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Becton Dickinson position peaked at $202K in Q3 2023.
  • 1,593 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 14 Feb 2024.