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Realta Investment Advisors’s Becton Dickinson BDX Stock Holding History

Realta Investment 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
2024
Q4 		– Sell
-445
Closed -$107K – 343
2024
Q3 		$107K Sell
445
-313
-41% -$73.4K 0.05% 210
2024
Q2 		$177K Buy
+758
New +$179K 0.03% 412
2024
Q1 		– Sell
-889
Closed -$217K – 803
2023
Q4 		$217K Buy
889
+70
+9% +$17.3K 0.05% 390
2023
Q3 		$216K Sell
819
-50
-6% -$13.5K 0.05% 369
2023
Q2 		$229K Buy
+869
New +$221K 0.05% 368
2023
Q1 		– Sell
-922
Closed -$235K – 455
2022
Q4 		$235K Buy
+922
New +$218K 0.06% 357
2020
Q1 		– Sell
-331
Closed -$84K – 397
2019
Q4 		$84K Sell
331
-157
-32% -$39.1K 0.02% 545
2019
Q3 		$120K Sell
488
-132
-21% -$32.6K 0.03% 450
2019
Q2 		$151K Buy
620
+363
+141% +$84.3K 0.04% 391
2019
Q1 		$62K Buy
+257
New +$60.8K 0.03% 498

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Realta Investment Advisors's BDX Position: Q4 2024 in Review

Realta Investment Advisors sold out of Becton Dickinson (BDX) in Q4 2024, closing a stake of 445 shares — an estimated $107K sold.

Realta Investment Advisors first reported a position in BDX in Q1 2019 and held it in 10 quarters. The position peaked at $235K in Q4 2022. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

  • Realta Investment Advisors reported no remaining Becton Dickinson position as of Q4 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 445 Becton Dickinson shares in Q4 2024, an estimated $107K.
  • Realta Investment Advisors first reported a position in Becton Dickinson in Q1 2019 and held it in 10 quarters.
  • Realta Investment Advisors's Becton Dickinson position peaked at $235K in Q4 2022.
  • 1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.