Intercontinental Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Intercontinental Wealth Advisors’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 Q2	$402K	Buy	1,521 +42	+3%	+$10.7K	0.1%	215
2023 Q1	$366K	Sell	1,479 -487	-25%	-$119K	0.09%	236
2022 Q4	$500K	Buy	1,966 +8	+0.4%	+$1.89K	0.15%	159
2022 Q3	$436K	Sell	1,958 -8	-0.4%	-$1.99K	0.14%	173
2022 Q2	$485K	Sell	1,966 -49	-2%	-$12.4K	0.13%	163
2022 Q1	$523K	Buy	2,015 +32	+2%	+$8.24K	0.12%	174
2021 Q4	$487K	Buy	1,983 +47	+2%	+$11.3K	0.1%	186
2021 Q3	$464K	Buy	1,936 +263	+16%	+$64.5K	0.11%	175
2021 Q2	$397K	Buy	1,673 +651	+64%	+$156K	0.08%	201
2021 Q1	$242K	Buy	+1,022	New	+$250K	0.05%	242
2020 Q1	–	Sell	-139	Closed	-$39K	–	168
2019 Q4	$39K	Sell	139 -309	-69%	-$77K	0.03%	192
2019 Q3	$111K	Hold	448	–	–	0.07%	168
2019 Q2	$110K	Hold	448	–	–	0.06%	160
2019 Q1	$109K	Buy	448 +83	+23%	+$19.6K	0.05%	166
2018 Q4	$80K	Buy	+365	New	+$84.7K	0.04%	179

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Intercontinental Wealth Advisors's BDX Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Becton Dickinson (BDX) stake by 2.8% in Q2 2023, buying an estimated $10.7K and bringing the position to 1,521 shares worth $402K. The position accounts for 0.1% of the portfolio, ranked #215.

Intercontinental Wealth Advisors first reported a position in BDX in Q4 2018 and has held it in 15 quarters since. The position peaked at $523K in Q1 2022. 1,577 funds tracked by Wall St. Rank hold BDX as of Q2 2023.

Intercontinental Wealth Advisors held 1,521 shares of Becton Dickinson worth $402K as of Q2 2023.
Intercontinental Wealth Advisors bought 42 Becton Dickinson shares in Q2 2023, an estimated $10.7K.
Becton Dickinson made up 0.1% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #215 holding.
Intercontinental Wealth Advisors first reported a position in Becton Dickinson in Q4 2018 and has held it in 15 quarters since.
Intercontinental Wealth Advisors's Becton Dickinson position peaked at $523K in Q1 2022.
1,577 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.