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NWAM LLC’s Becton Dickinson BDX Stock Holding History

NWAM LLC’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
-941
Closed -$243K – 557
2023
Q3 		$243K Buy
941
+133
+16% +$35.9K 0.02% 430
2023
Q2 		$213K Buy
+808
New +$205K 0.02% 497
2021
Q2 		– Sell
-860
Closed -$204K – 472
2021
Q1 		$204K Buy
+860
New +$210K 0.02% 456
2020
Q1 		– Sell
-862
Closed -$229K – 368
2019
Q4 		$229K Sell
862
-40
-4% -$9.97K 0.04% 350
2019
Q3 		$223K Buy
+902
New +$223K 0.04% 336
2018
Q4 		– Sell
-866
Closed -$221K – 330
2018
Q3 		$221K Sell
866
-22
-2% -$5.42K 0.05% 304
2018
Q2 		$207K Buy
+888
New +$198K 0.05% 304
2017
Q2 		– Sell
-1,146
Closed -$205K – 327
2017
Q1 		$205K Buy
+1,146
New +$200K 0.06% 278

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

NWAM LLC's BDX Position: Q4 2023 in Review

NWAM LLC sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 941 shares — an estimated $243K sold.

NWAM LLC first reported a position in BDX in Q1 2017 and held it in 8 quarters. The position peaked at $243K in Q3 2023. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

  • NWAM LLC reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
  • NWAM LLC sold 941 Becton Dickinson shares in Q4 2023, an estimated $243K.
  • NWAM LLC first reported a position in Becton Dickinson in Q1 2017 and held it in 8 quarters.
  • NWAM LLC's Becton Dickinson position peaked at $243K in Q3 2023.
  • 1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on NWAM LLC's 13F filing for Q4 2023, filed 14 Feb 2024.