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Laurel Wealth Planning’s Becton Dickinson BDX Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-281
Closed -$71.5K – 78
2022
Q4 		$71.5K Hold
281
– – 0.05% 94
2022
Q3 		$63K Hold
281
– – 0.05% 93
2022
Q2 		$69K Sell
281
-103
-27% -$26.2K 0.05% 96
2022
Q1 		$100K Buy
+384
New +$98.9K 0.07% 92

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laurel Wealth Planning's BDX Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Becton Dickinson (BDX) in Q1 2023, closing a stake of 281 shares — an estimated $71.5K sold.

Laurel Wealth Planning first reported a position in BDX in Q1 2022 and held it in 4 quarters. The position peaked at $100K in Q1 2022. 1,525 funds tracked by Wall St. Rank hold BDX as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Becton Dickinson position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 281 Becton Dickinson shares in Q1 2023, an estimated $71.5K.
  • Laurel Wealth Planning first reported a position in Becton Dickinson in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's Becton Dickinson position peaked at $100K in Q1 2022.
  • 1,525 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.