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Holistic Financial Partners’s Becton Dickinson BDX Stock Holding History

Holistic Financial Partners’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
2024
Q2 		– Sell
-931
Closed -$230K – 122
2024
Q1 		$230K Buy
931
+106
+13% +$25.4K 0.12% 108
2023
Q4 		$201K Buy
+825
New +$203K 0.12% 114

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Holistic Financial Partners's BDX Position: Q2 2024 in Review

Holistic Financial Partners sold out of Becton Dickinson (BDX) in Q2 2024, closing a stake of 931 shares — an estimated $230K sold.

Holistic Financial Partners first reported a position in BDX in Q4 2023 and held it in 2 quarters. The position peaked at $230K in Q1 2024. 1,584 funds tracked by Wall St. Rank hold BDX as of Q2 2024.

  • Holistic Financial Partners reported no remaining Becton Dickinson position as of Q2 2024 after selling out during the quarter.
  • Holistic Financial Partners sold 931 Becton Dickinson shares in Q2 2024, an estimated $230K.
  • Holistic Financial Partners first reported a position in Becton Dickinson in Q4 2023 and held it in 2 quarters.
  • Holistic Financial Partners's Becton Dickinson position peaked at $230K in Q1 2024.
  • 1,584 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2024.

Based on Holistic Financial Partners's 13F filing for Q2 2024, filed 30 Jul 2024.