O'Brien Wealth Partners’s Becton Dickinson BDX Stock Holding History

O'Brien Wealth Partners’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	-928	Closed	-$230K	–	58
2023 Q1	$230K	Sell	928 -368	-28%	-$90K	0.07%	38
2022 Q4	$330K	Buy	1,296 +9	+0.7%	+$2.12K	0.13%	30
2022 Q3	$287K	Sell	1,287 -6	-0.5%	-$1.49K	0.12%	36
2022 Q2	$319K	Buy	+1,293	New	+$328K	0.13%	31
2018 Q2	–	Sell	-15	Closed	-$3K	–	105
2018 Q1	$3K	Buy	+15	New	+$3.29K	﹤0.01%	154

Other funds holding BDX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

O'Brien Wealth Partners's BDX Position: Q2 2023 in Review

O'Brien Wealth Partners sold out of Becton Dickinson (BDX) in Q2 2023, closing a stake of 928 shares — an estimated $230K sold.

O'Brien Wealth Partners first reported a position in BDX in Q1 2018 and held it in 5 quarters. The position peaked at $330K in Q4 2022. 1,577 funds tracked by Wall St. Rank hold BDX as of Q2 2023.

O'Brien Wealth Partners reported no remaining Becton Dickinson position as of Q2 2023 after selling out during the quarter.
O'Brien Wealth Partners sold 928 Becton Dickinson shares in Q2 2023, an estimated $230K.
O'Brien Wealth Partners first reported a position in Becton Dickinson in Q1 2018 and held it in 5 quarters.
O'Brien Wealth Partners's Becton Dickinson position peaked at $330K in Q4 2022.
1,577 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2023.

Based on O'Brien Wealth Partners's 13F filing for Q2 2023, filed 7 Aug 2023.