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LVW Advisors’s Becton Dickinson BDX Stock Holding History

LVW 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
2023
Q2 		– Sell
-1,080
Closed -$267K – 204
2023
Q1 		$267K Sell
1,080
-174
-14% -$42.6K 0.05% 200
2022
Q4 		$319K Buy
1,254
+237
+23% +$55.9K 0.06% 183
2022
Q3 		$227K Hold
1,017
– – 0.05% 197
2022
Q2 		$251K Buy
+1,017
New +$258K 0.05% 200

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

LVW Advisors's BDX Position: Q2 2023 in Review

LVW Advisors sold out of Becton Dickinson (BDX) in Q2 2023, closing a stake of 1,080 shares — an estimated $267K sold.

LVW Advisors first reported a position in BDX in Q2 2022 and held it in 4 quarters. The position peaked at $319K in Q4 2022. 1,576 funds tracked by Wall St. Rank hold BDX as of Q2 2023.

  • LVW Advisors reported no remaining Becton Dickinson position as of Q2 2023 after selling out during the quarter.
  • LVW Advisors sold 1,080 Becton Dickinson shares in Q2 2023, an estimated $267K.
  • LVW Advisors first reported a position in Becton Dickinson in Q2 2022 and held it in 4 quarters.
  • LVW Advisors's Becton Dickinson position peaked at $319K in Q4 2022.
  • 1,576 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2023.

Based on LVW Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.