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Long Island Wealth Management’s Becton Dickinson BDX Stock Holding History

Long Island 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
2024
Q1 		– Sell
-13
Closed -$3K – 110
2023
Q4 		$3K Buy
+13
New +$3.2K ﹤0.01% 299

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

Long Island Wealth Management's BDX Position: Q1 2024 in Review

Long Island Wealth Management sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 13 shares — an estimated $3K sold.

Long Island Wealth Management first reported a position in BDX in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • Long Island Wealth Management reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 13 Becton Dickinson shares in Q1 2024, an estimated $3K.
  • Long Island Wealth Management first reported a position in Becton Dickinson in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Becton Dickinson position peaked at $3K in Q4 2023.
  • 1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.