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Level Financial Advisors’s Becton Dickinson BDX Stock Holding History

Level Financial 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
2024
Q1 		– Sell
-103
Closed -$25.1K – 94
2023
Q4 		$25.1K Hold
103
– – 0.01% 149
2023
Q3 		$26.6K Hold
103
– – 0.01% 137
2023
Q2 		$27.2K Hold
103
– – 0.02% 136
2023
Q1 		$25.5K Hold
103
– – 0.02% 120
2022
Q4 		$26K Hold
103
– – 0.02% 116
2022
Q3 		$23K Hold
103
– – 0.02% 126
2022
Q2 		$25K Sell
103
-3
-3% -$762 0.02% 135
2022
Q1 		$27K Hold
106
– – 0.02% 115
2021
Q4 		$26K Buy
+106
New +$25.4K 0.02% 122

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Level Financial Advisors's BDX Position: Q1 2024 in Review

Level Financial Advisors sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 103 shares — an estimated $25.1K sold.

Level Financial Advisors first reported a position in BDX in Q4 2021 and held it in 9 quarters. The position peaked at $27.2K in Q2 2023. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • Level Financial Advisors reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 103 Becton Dickinson shares in Q1 2024, an estimated $25.1K.
  • Level Financial Advisors first reported a position in Becton Dickinson in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Becton Dickinson position peaked at $27.2K in Q2 2023.
  • 1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.