Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HGWM
Harvest Group Wealth Management’s
Becton Dickinson
BDX
Stock Holding History
Harvest Group Wealth Management’s Portfolio
BDX Stock Details
BDX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
$24.8K
Hold
100
–
–
0.02%
73
2022
Q4
$25.4K
Hold
100
–
–
0.02%
73
2022
Q3
$22K
Hold
100
–
–
0.01%
76
2022
Q2
$24K
Sell
100
-3
-3%
-$762
0.01%
81
2022
Q1
$27K
Hold
103
–
–
0.02%
62
2021
Q4
$25K
Hold
103
–
–
0.01%
52
2021
Q3
$25K
Hold
103
–
–
0.01%
50
2021
Q2
$24K
Buy
+103
New
+$24.7K
0.01%
48
2021
Q1
–
Sell
-103
Closed
-$25K
–
105
2020
Q4
$25K
Hold
103
–
–
0.01%
154
2020
Q3
$23K
Hold
103
–
–
0.02%
155
2020
Q2
$23K
Hold
103
–
–
0.02%
145
2020
Q1
$22K
Hold
103
–
–
0.02%
131
2019
Q4
$27K
Hold
103
–
–
0.02%
127
2019
Q3
$25K
Hold
103
–
–
0.03%
134
2019
Q2
$25K
Hold
103
–
–
0.03%
127
2019
Q1
$25K
Buy
+103
New
+$24.3K
0.02%
141
Other funds holding BDX
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
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close