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Insight Wealth Strategies’s Becton Dickinson BDX Stock Holding History

Insight Wealth Strategies’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
2021
Q2 		– Sell
-853
Closed -$202K – 190
2021
Q1 		$202K Buy
+853
New +$208K 0.03% 216

Other funds holding BDX

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Insight Wealth Strategies's BDX Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Becton Dickinson (BDX) in Q2 2021, closing a stake of 853 shares — an estimated $202K sold.

Insight Wealth Strategies first reported a position in BDX in Q1 2021 and held it in 1 quarter. The position peaked at $202K in Q1 2021. 1,485 funds tracked by Wall St. Rank hold BDX as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Becton Dickinson position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 853 Becton Dickinson shares in Q2 2021, an estimated $202K.
  • Insight Wealth Strategies first reported a position in Becton Dickinson in Q1 2021 and held it in 1 quarter.
  • Insight Wealth Strategies's Becton Dickinson position peaked at $202K in Q1 2021.
  • 1,485 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.