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Phoenix Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-308
Closed -$74K – 148
2021
Q3 		$74K Buy
+308
New +$75.5K 0.06% 163
2021
Q1 		– Sell
-308
Closed -$75K – 357
2020
Q4 		$75K Buy
+308
New +$71.8K 0.06% 163

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
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Wealth Advisors's BDX Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Becton Dickinson (BDX) in Q4 2021, closing a stake of 308 shares — an estimated $74K sold.

Phoenix Wealth Advisors first reported a position in BDX in Q4 2020 and held it in 2 quarters. The position peaked at $75K in Q4 2020. 1,568 funds tracked by Wall St. Rank hold BDX as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Becton Dickinson position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 308 Becton Dickinson shares in Q4 2021, an estimated $74K.
  • Phoenix Wealth Advisors first reported a position in Becton Dickinson in Q4 2020 and held it in 2 quarters.
  • Phoenix Wealth Advisors's Becton Dickinson position peaked at $75K in Q4 2020.
  • 1,568 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.