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Heritage Wealth Management (Arizona)’s Becton Dickinson BDX Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$27K Buy
106
+64
+152% +$15.1K ﹤0.01% 607
2022
Q3 		$9K Hold
42
– – ﹤0.01% 667
2022
Q2 		$10.4K Sell
42
-1
-2% -$254 ﹤0.01% 661
2022
Q1 		$11K Buy
+43
New +$11.1K ﹤0.01% 692
2021
Q3 		$10K Sell
43
-5
-10% -$1.23K ﹤0.01% 648
2021
Q2 		$11K Sell
48
-18
-27% -$4.32K ﹤0.01% 645
2021
Q1 		$16K Buy
+66
New +$16.1K 0.01% 515

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BDX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Becton Dickinson (BDX) stake by 152% in Q4 2022, buying an estimated $15.1K and bringing the position to 106 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Heritage Wealth Management (Arizona) first reported a position in BDX in Q1 2021 and has held it in 7 quarters since. 1,554 funds tracked by Wall St. Rank hold BDX as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 106 shares of Becton Dickinson worth $27K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 64 Becton Dickinson shares in Q4 2022, an estimated $15.1K.
  • Becton Dickinson made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #607 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Becton Dickinson in Q1 2021 and has held it in 7 quarters since.
  • 1,554 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.