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Northwest Financial Advisors’s Becton Dickinson BDX Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-100
Closed -$24.1K – 153
2024
Q3 		$24.1K Buy
+100
New +$23.4K 0.02% 302
2024
Q1 		– Sell
-100
Closed -$24.4K – 131
2023
Q4 		$24.4K Buy
+100
New +$24.6K 0.02% 283

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Northwest Financial Advisors's BDX Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Becton Dickinson (BDX) in Q4 2024, closing a stake of 100 shares — an estimated $24.1K sold.

Northwest Financial Advisors first reported a position in BDX in Q4 2023 and held it in 2 quarters. The position peaked at $24.4K in Q4 2023. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Becton Dickinson position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 100 Becton Dickinson shares in Q4 2024, an estimated $24.1K.
  • Northwest Financial Advisors first reported a position in Becton Dickinson in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Becton Dickinson position peaked at $24.4K in Q4 2023.
  • 1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.