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Liberty Wealth Management’s Becton Dickinson BDX Stock Holding History

Liberty 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
2021
Q4 		– Sell
-73
Closed -$18K – 264
2021
Q3 		$18K Sell
73
-3
-4% -$736 0.01% 670
2021
Q2 		$18K Sell
76
-3
-4% -$719 0.01% 527
2021
Q1 		$20K Hold
79
– – 0.01% 455
2020
Q4 		$20K Buy
79
+1
+1% +$233 0.01% 452
2020
Q3 		$18K Hold
78
– – 0.01% 416
2020
Q2 		$18K Sell
78
-37
-32% -$8.92K 0.01% 391
2020
Q1 		$26K Buy
115
+14
+14% +$3.46K 0.02% 310
2019
Q4 		$27K Sell
101
-16
-14% -$3.99K 0.02% 359
2019
Q3 		$29K Buy
117
+87
+290% +$21.5K 0.03% 326
2019
Q2 		$7K Hold
30
– – 0.01% 582
2019
Q1 		$7K Buy
30
+5
+20% +$1.18K 0.01% 486
2018
Q4 		$5K Buy
+25
New +$5.8K ﹤0.01% 539

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's BDX Position: Q4 2021 in Review

Liberty Wealth Management sold out of Becton Dickinson (BDX) in Q4 2021, closing a stake of 73 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in BDX in Q4 2018 and held it in 12 quarters. The position peaked at $29K in Q3 2019. 1,568 funds tracked by Wall St. Rank hold BDX as of Q4 2021.

  • Liberty Wealth Management reported no remaining Becton Dickinson position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 73 Becton Dickinson shares in Q4 2021, an estimated $18K.
  • Liberty Wealth Management first reported a position in Becton Dickinson in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Becton Dickinson position peaked at $29K in Q3 2019.
  • 1,568 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.