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High Net Worth Advisory Group’s Becton Dickinson BDX Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-490
Closed -$125K – 228
2022
Q4 		$125K Sell
490
-14
-3% -$3.31K 0.05% 226
2022
Q3 		$112K Hold
504
– – 0.05% 228
2022
Q2 		$124K Sell
504
-13
-3% -$3.3K 0.05% 223
2022
Q1 		$134K Hold
517
– – 0.05% 220
2021
Q4 		$127K Buy
+517
New +$124K 0.04% 223

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

High Net Worth Advisory Group's BDX Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Becton Dickinson (BDX) in Q1 2023, closing a stake of 490 shares — an estimated $125K sold.

High Net Worth Advisory Group first reported a position in BDX in Q4 2021 and held it in 5 quarters. The position peaked at $134K in Q1 2022. 1,525 funds tracked by Wall St. Rank hold BDX as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Becton Dickinson position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 490 Becton Dickinson shares in Q1 2023, an estimated $125K.
  • High Net Worth Advisory Group first reported a position in Becton Dickinson in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Becton Dickinson position peaked at $134K in Q1 2022.
  • 1,525 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.