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Lake Street Private Wealth’s Becton Dickinson BDX Stock Holding History

Lake Street Private Wealth’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
2024
Q2 		– Sell
-1,001
Closed -$248K – 323
2024
Q1 		$248K Sell
1,001
-3
-0.3% -$718 0.03% 279
2023
Q4 		$245K Buy
1,004
+27
+3% +$6.66K 0.04% 270
2023
Q3 		$257K Buy
977
+66
+7% +$17.8K 0.05% 240
2023
Q2 		$241K Buy
+911
New +$231K 0.04% 251

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lake Street Private Wealth's BDX Position: Q2 2024 in Review

Lake Street Private Wealth sold out of Becton Dickinson (BDX) in Q2 2024, closing a stake of 1,001 shares — an estimated $248K sold.

Lake Street Private Wealth first reported a position in BDX in Q2 2023 and held it in 4 quarters. The position peaked at $257K in Q3 2023. 1,584 funds tracked by Wall St. Rank hold BDX as of Q2 2024.

  • Lake Street Private Wealth reported no remaining Becton Dickinson position as of Q2 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 1,001 Becton Dickinson shares in Q2 2024, an estimated $248K.
  • Lake Street Private Wealth first reported a position in Becton Dickinson in Q2 2023 and held it in 4 quarters.
  • Lake Street Private Wealth's Becton Dickinson position peaked at $257K in Q3 2023.
  • 1,584 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2024.

Based on Lake Street Private Wealth's 13F filing for Q2 2024, filed 12 Jul 2024.