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Regent Peak Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Regent Peak 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
Q1 		– Sell
-336
Closed -$82K – 235
2020
Q4 		$82K Buy
+336
New +$78.3K 0.03% 241

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Fundsmith LLP
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Geode Capital Management
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GIM
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Regent Peak Wealth Advisors's BDX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Becton Dickinson (BDX) in Q1 2021, closing a stake of 336 shares — an estimated $82K sold.

Regent Peak Wealth Advisors first reported a position in BDX in Q4 2020 and held it in 1 quarter. The position peaked at $82K in Q4 2020. 1,520 funds tracked by Wall St. Rank hold BDX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Becton Dickinson position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 336 Becton Dickinson shares in Q1 2021, an estimated $82K.
  • Regent Peak Wealth Advisors first reported a position in Becton Dickinson in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Becton Dickinson position peaked at $82K in Q4 2020.
  • 1,520 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.