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Peak Financial Advisors’s Becton Dickinson BDX Stock Holding History

Peak 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
2022
Q4 		– Sell
-9,604
Closed -$2.14M – 67
2022
Q3 		$2.14M Buy
9,604
+64
+0.7% +$15.9K 2.63% 11
2022
Q2 		$2.35M Sell
9,540
-421
-4% -$107K 2.33% 12
2022
Q1 		$2.58M Buy
+9,961
New +$2.56M 2.22% 15
2021
Q1 		– Sell
-6,323
Closed -$1.54M – 71
2020
Q4 		$1.54M Buy
+6,323
New +$1.47M 1.33% 33

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Peak Financial Advisors's BDX Position: Q4 2022 in Review

Peak Financial Advisors sold out of Becton Dickinson (BDX) in Q4 2022, closing a stake of 9,604 shares — an estimated $2.14M sold.

Peak Financial Advisors first reported a position in BDX in Q4 2020 and held it in 4 quarters. The position peaked at $2.58M in Q1 2022. 1,554 funds tracked by Wall St. Rank hold BDX as of Q4 2022.

  • Peak Financial Advisors reported no remaining Becton Dickinson position as of Q4 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 9,604 Becton Dickinson shares in Q4 2022, an estimated $2.14M.
  • Peak Financial Advisors first reported a position in Becton Dickinson in Q4 2020 and held it in 4 quarters.
  • Peak Financial Advisors's Becton Dickinson position peaked at $2.58M in Q1 2022.
  • 1,554 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2022.

Based on Peak Financial Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.