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Icon Wealth Partners’s Becton Dickinson BDX Stock Holding History

Icon Wealth 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
2023
Q3 		– Sell
-624
Closed -$165K – 394
2023
Q2 		$165K Hold
624
– – 0.02% 339
2023
Q1 		$154K Buy
+624
New +$153K 0.02% 345
2019
Q2 		– Sell
-372
Closed -$91K – 222
2019
Q1 		$91K Sell
372
-108
-23% -$25.5K 0.03% 234
2018
Q4 		$105K Sell
480
-270
-36% -$62.7K 0.05% 210
2018
Q3 		$191K Buy
750
+183
+32% +$45.1K 0.08% 178
2018
Q2 		$132K Sell
567
-168
-23% -$37.4K 0.06% 203
2018
Q1 		$156K Sell
735
-14
-2% -$3.07K 0.08% 188
2017
Q4 		$156K Buy
+749
New +$157K 0.08% 204

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Icon Wealth Partners's BDX Position: Q3 2023 in Review

Icon Wealth Partners sold out of Becton Dickinson (BDX) in Q3 2023, closing a stake of 624 shares — an estimated $165K sold.

Icon Wealth Partners first reported a position in BDX in Q4 2017 and held it in 8 quarters. The position peaked at $191K in Q3 2018. 1,552 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

  • Icon Wealth Partners reported no remaining Becton Dickinson position as of Q3 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 624 Becton Dickinson shares in Q3 2023, an estimated $165K.
  • Icon Wealth Partners first reported a position in Becton Dickinson in Q4 2017 and held it in 8 quarters.
  • Icon Wealth Partners's Becton Dickinson position peaked at $191K in Q3 2018.
  • 1,552 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.