KCS Wealth Advisory’s Becton Dickinson BDX Stock Holding History

KCS Wealth Advisory’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	$1.71M	Sell	6,613 -388	-6%	-$105K	0.73%	42
2023 Q2	$1.85M	Buy	7,001 +498	+8%	+$126K	0.64%	47
2023 Q1	$1.61M	Sell	6,503 -1,437	-18%	-$352K	0.61%	47
2022 Q4	$2.02M	Sell	7,940 -174	-2%	-$41.1K	0.84%	41
2022 Q3	$1.81M	Sell	8,114 -11	-0.1%	-$2.74K	0.83%	40
2022 Q2	$2M	Buy	8,125 +133	+2%	+$33.8K	0.89%	37
2022 Q1	$2.07M	Buy	7,992 +513	+7%	+$132K	0.96%	35
2021 Q4	$1.83M	Buy	7,479 +435	+6%	+$104K	0.74%	43
2021 Q3	$1.69M	Buy	7,044 +732	+12%	+$180K	0.8%	37
2021 Q2	$1.5M	Buy	6,312 +1,204	+24%	+$289K	0.71%	47
2021 Q1	$1.21M	Buy	5,108 +1,836	+56%	+$449K	0.63%	54
2020 Q4	$799K	Buy	3,272 +229	+8%	+$53.4K	0.53%	73
2020 Q3	$691K	Buy	3,043 +278	+10%	+$68.3K	0.55%	72
2020 Q2	$646K	Buy	2,765 +1,831	+196%	+$441K	0.53%	72
2020 Q1	$209K	Hold	934	–	–	0.21%	128
2019 Q4	$248K	Sell	934 -98	-9%	-$24.4K	0.19%	135
2019 Q3	$255K	Hold	1,032	–	–	0.18%	134
2019 Q2	$254K	Sell	1,032 -8	-0.8%	-$1.86K	0.2%	134
2019 Q1	$253K	Sell	1,040 -21	-2%	-$4.96K	0.22%	130
2018 Q4	$233K	Sell	1,061 -43	-4%	-$9.98K	0.25%	132
2018 Q3	$281K	Sell	1,104 -83	-7%	-$20.4K	0.26%	125
2018 Q2	$277K	Sell	1,187 -147	-11%	-$32.7K	0.26%	127
2018 Q1	$282K	Sell	1,334 -376	-22%	-$82.3K	0.26%	129
2017 Q4	$357K	Buy	+1,710	New	+$358K	0.35%	111

Other funds holding BDX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

KCS Wealth Advisory's BDX Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Becton Dickinson (BDX) stake by 5.5% in Q3 2023, selling an estimated $105K and leaving 6,613 shares worth $1.71M. The position accounts for 0.73% of the portfolio, ranked #42.

KCS Wealth Advisory first reported a position in BDX in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.07M in Q1 2022. 1,552 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

KCS Wealth Advisory held 6,613 shares of Becton Dickinson worth $1.71M as of Q3 2023.
KCS Wealth Advisory sold 388 Becton Dickinson shares in Q3 2023, an estimated $105K.
Becton Dickinson made up 0.73% of KCS Wealth Advisory's portfolio in Q3 2023, its #42 holding.
KCS Wealth Advisory first reported a position in Becton Dickinson in Q4 2017 and has held it in 24 quarters since.
KCS Wealth Advisory's Becton Dickinson position peaked at $2.07M in Q1 2022.
1,552 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.