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Personal Wealth Partners’s Becton Dickinson BDX Stock Holding History

Personal 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
2021
Q3 		– Sell
-12
Closed -$3K – 111
2021
Q2 		$3K Buy
+12
New +$2.88K ﹤0.01% 349
2020
Q1 		– Sell
-12
Closed -$3K – 119
2019
Q4 		$3K Hold
12
– – ﹤0.01% 304
2019
Q3 		$3K Buy
+12
New +$2.96K ﹤0.01% 308

Other funds holding BDX

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal Wealth Partners's BDX Position: Q3 2021 in Review

Personal Wealth Partners sold out of Becton Dickinson (BDX) in Q3 2021, closing a stake of 12 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in BDX in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 1,472 funds tracked by Wall St. Rank hold BDX as of Q3 2021.

  • Personal Wealth Partners reported no remaining Becton Dickinson position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 12 Becton Dickinson shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in Becton Dickinson in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Becton Dickinson position peaked at $3K in Q2 2021.
  • 1,472 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.