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Lugano Financial Advisors SA (LFA)’s Becton Dickinson BDX Stock Holding History

Lugano Financial Advisors SA (LFA)’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
-35
Closed -$8.53K – 162
2023
Q4 		$8.53K Hold
35
– – 0.01% 163
2023
Q3 		$9.05K Hold
35
– – 0.01% 155
2023
Q2 		$9.24K Buy
+35
New +$8.89K 0.01% 164

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

Lugano Financial Advisors SA (LFA)'s BDX Position: Q1 2024 in Review

Lugano Financial Advisors SA (LFA) sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 35 shares — an estimated $8.53K sold.

Lugano Financial Advisors SA (LFA) first reported a position in BDX in Q2 2023 and held it in 3 quarters. The position peaked at $9.24K in Q2 2023. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • Lugano Financial Advisors SA (LFA) reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 35 Becton Dickinson shares in Q1 2024, an estimated $8.53K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Becton Dickinson in Q2 2023 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s Becton Dickinson position peaked at $9.24K in Q2 2023.
  • 1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2024, filed 3 May 2024.