PRW Wealth Management’s Becton Dickinson BDX Stock Holding History

PRW Wealth Management’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 Q3	$249K	Hold	990	–	–	0.09%	86
2023 Q2	$254K	Hold	990	–	–	0.09%	59
2023 Q1	$262K	Hold	990	–	–	0.1%	90
2022 Q4	$252K	Hold	990	–	–	0.11%	53
2022 Q3	$221K	Hold	990	–	–	0.11%	87
2022 Q2	$244K	Sell	990 -25	-2%	-$6.35K	0.14%	83
2022 Q1	$263K	Hold	1,015	–	–	0.12%	88
2021 Q4	$249K	Hold	1,015	–	–	0.12%	85
2021 Q3	$243K	Sell	1,015 -429	-30%	-$105K	0.12%	81
2021 Q2	$343K	Buy	1,444 +429	+42%	+$103K	0.1%	193
2021 Q1	$241K	Hold	1,015	–	–	0.12%	81
2020 Q4	$248K	Hold	1,015	–	–	0.14%	80
2020 Q3	$230K	Hold	1,015	–	–	0.16%	71
2020 Q2	$237K	Sell	1,015 -3	-0.3%	-$723	0.19%	66
2020 Q1	$228K	Buy	+1,018	New	+$251K	0.28%	54
2019 Q2	–	Sell	-315	Closed	-$76K	–	124
2019 Q1	$76K	Hold	315	–	–	0.07%	103
2018 Q4	$69K	Buy	+315	New	+$73.1K	0.09%	114

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

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

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

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

PRW Wealth Management's BDX Position: Q3 2023 in Review

PRW Wealth Management held its Becton Dickinson (BDX) position steady in Q3 2023 at 990 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #86.

PRW Wealth Management first reported a position in BDX in Q4 2018 and has held it in 17 quarters since. The position peaked at $343K in Q2 2021. 1,553 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

PRW Wealth Management held 990 shares of Becton Dickinson worth $249K as of Q3 2023.
PRW Wealth Management left its Becton Dickinson share count unchanged in Q3 2023.
Becton Dickinson made up 0.09% of PRW Wealth Management's portfolio in Q3 2023, its #86 holding.
PRW Wealth Management first reported a position in Becton Dickinson in Q4 2018 and has held it in 17 quarters since.
PRW Wealth Management's Becton Dickinson position peaked at $343K in Q2 2021.
1,553 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.