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Meridian Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Meridian Wealth 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
Q4 		– Sell
-902
Closed -$233K – 178
2023
Q3 		$233K Hold
902
– – 0.06% 161
2023
Q2 		$238K Sell
902
-450
-33% -$114K 0.06% 163
2023
Q1 		$335K Sell
1,352
-30
-2% -$7.34K 0.08% 138
2022
Q4 		$351K Sell
1,382
-125
-8% -$29.5K 0.09% 135
2022
Q3 		$336K Hold
1,507
– – 0.09% 142
2022
Q2 		$372K Buy
1,507
+90
+6% +$22.9K 0.1% 140
2022
Q1 		$368K Buy
+1,417
New +$365K 0.09% 147
2021
Q2 		– Sell
-6,882
Closed -$1.63M – 195
2021
Q1 		$1.63M Buy
6,882
+2,491
+57% +$609K 0.54% 46
2020
Q4 		$1.07M Buy
4,391
+861
+24% +$201K 0.39% 56
2020
Q3 		$801K Buy
3,530
+112
+3% +$27.5K 0.34% 64
2020
Q2 		$798K Buy
3,418
+126
+4% +$30.4K 0.37% 60
2020
Q1 		$738K Sell
3,292
-321
-9% -$79.3K 0.41% 50
2019
Q4 		$959K Sell
3,613
-390
-10% -$97.2K 0.38% 51
2019
Q3 		$988K Buy
4,003
+101
+3% +$24.9K 0.42% 45
2019
Q2 		$973K Buy
3,902
+20
+0.5% +$4.65K 0.68% 32
2019
Q1 		$946K Buy
3,882
+102
+3% +$24.1K 0.69% 30
2018
Q4 		$831K Buy
+3,780
New +$877K 0.64% 32

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meridian Wealth Advisors's BDX Position: Q4 2023 in Review

Meridian Wealth Advisors sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 902 shares — an estimated $233K sold.

Meridian Wealth Advisors first reported a position in BDX in Q4 2018 and held it in 17 quarters. The position peaked at $1.63M in Q1 2021. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

  • Meridian Wealth Advisors reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
  • Meridian Wealth Advisors sold 902 Becton Dickinson shares in Q4 2023, an estimated $233K.
  • Meridian Wealth Advisors first reported a position in Becton Dickinson in Q4 2018 and held it in 17 quarters.
  • Meridian Wealth Advisors's Becton Dickinson position peaked at $1.63M in Q1 2021.
  • 1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Meridian Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.