JWM
BDX icon

JFG Wealth Management’s Becton Dickinson BDX Stock Holding History

JFG Wealth Management’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
2020
Q4 		– Sell
-106
Closed -$24K – 51
2020
Q3 		$24K Buy
+106
New +$26K 0.02% 46

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JFG Wealth Management's BDX Position: Q4 2020 in Review

JFG Wealth Management sold out of Becton Dickinson (BDX) in Q4 2020, closing a stake of 106 shares — an estimated $24K sold.

JFG Wealth Management first reported a position in BDX in Q3 2020 and held it in 1 quarter. The position peaked at $24K in Q3 2020. 1,537 funds tracked by Wall St. Rank hold BDX as of Q4 2020.

  • JFG Wealth Management reported no remaining Becton Dickinson position as of Q4 2020 after selling out during the quarter.
  • JFG Wealth Management sold 106 Becton Dickinson shares in Q4 2020, an estimated $24K.
  • JFG Wealth Management first reported a position in Becton Dickinson in Q3 2020 and held it in 1 quarter.
  • JFG Wealth Management's Becton Dickinson position peaked at $24K in Q3 2020.
  • 1,537 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2020.

Based on JFG Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.