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Independent Wealth Network’s Becton Dickinson BDX Stock Holding History

Independent Wealth Network’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
Q3 		– Sell
-814
Closed -$201K – 178
2022
Q2 		$201K Sell
814
-49
-6% -$12.4K 0.14% 171
2022
Q1 		$224K Buy
863
+25
+3% +$6.44K 0.14% 174
2021
Q4 		$206K Buy
838
+5
+0.6% +$1.2K 0.13% 195
2021
Q3 		$201K Buy
+833
New +$204K 0.13% 186

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Wealth Network's BDX Position: Q3 2022 in Review

Independent Wealth Network sold out of Becton Dickinson (BDX) in Q3 2022, closing a stake of 814 shares — an estimated $201K sold.

Independent Wealth Network first reported a position in BDX in Q3 2021 and held it in 4 quarters. The position peaked at $224K in Q1 2022. 1,505 funds tracked by Wall St. Rank hold BDX as of Q3 2022.

  • Independent Wealth Network reported no remaining Becton Dickinson position as of Q3 2022 after selling out during the quarter.
  • Independent Wealth Network sold 814 Becton Dickinson shares in Q3 2022, an estimated $201K.
  • Independent Wealth Network first reported a position in Becton Dickinson in Q3 2021 and held it in 4 quarters.
  • Independent Wealth Network's Becton Dickinson position peaked at $224K in Q1 2022.
  • 1,505 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2022.

Based on Independent Wealth Network's 13F filing for Q3 2022, filed 17 Oct 2022.