GWMI
BDX icon

Guardian Wealth Management (Illinois)’s Becton Dickinson BDX Stock Holding History

Guardian Wealth Management (Illinois)’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
2022
Q2 		– Sell
-4,663
Closed -$1.21M – 219
2022
Q1 		$1.21M Sell
4,663
-79
-2% -$20.3K 1.2% 37
2021
Q4 		$1.16M Buy
+4,742
New +$1.14M 1.12% 36

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 Management (Illinois)'s BDX Position: Q2 2022 in Review

Guardian Wealth Management (Illinois) sold out of Becton Dickinson (BDX) in Q2 2022, closing a stake of 4,663 shares — an estimated $1.21M sold.

Guardian Wealth Management (Illinois) first reported a position in BDX in Q4 2021 and held it in 2 quarters. The position peaked at $1.21M in Q1 2022. 1,535 funds tracked by Wall St. Rank hold BDX as of Q2 2022.

  • Guardian Wealth Management (Illinois) reported no remaining Becton Dickinson position as of Q2 2022 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 4,663 Becton Dickinson shares in Q2 2022, an estimated $1.21M.
  • Guardian Wealth Management (Illinois) first reported a position in Becton Dickinson in Q4 2021 and held it in 2 quarters.
  • Guardian Wealth Management (Illinois)'s Becton Dickinson position peaked at $1.21M in Q1 2022.
  • 1,535 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2022.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2022, filed 15 Aug 2022.