LWM Advisory Services’s Becton Dickinson BDX Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-1,370	Closed	-$354K	–	86
2023 Q3	$354K	Hold	1,370	–	–	0.38%	52
2023 Q2	$358K	Hold	1,370	–	–	0.38%	50
2023 Q1	$340K	Hold	1,370	–	–	0.36%	57
2022 Q4	$348K	Buy	1,370 +316	+30%	+$74.6K	0.38%	54
2022 Q3	$235K	Buy	1,054 +32	+3%	+$7.96K	0.27%	101
2022 Q2	$252K	Buy	+1,022	New	+$259K	0.3%	96

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LWM Advisory Services's BDX Position: Q4 2023 in Review

LWM Advisory Services sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 1,370 shares — an estimated $354K sold.

LWM Advisory Services first reported a position in BDX in Q2 2022 and held it in 6 quarters. The position peaked at $358K in Q2 2023. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

LWM Advisory Services reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 1,370 Becton Dickinson shares in Q4 2023, an estimated $354K.
LWM Advisory Services first reported a position in Becton Dickinson in Q2 2022 and held it in 6 quarters.
LWM Advisory Services's Becton Dickinson position peaked at $358K in Q2 2023.
1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.