SPWG
BDX icon

Sage Private Wealth Group’s Becton Dickinson BDX Stock Holding History

Sage Private Wealth Group’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
2022
Q2 		– Sell
-46
Closed -$11.7K – 165
2022
Q1 		$12K Hold
46
– – 0.01% 136
2021
Q4 		$11K Hold
46
– – 0.01% 139
2021
Q3 		$11K Hold
46
– – 0.02% 141
2021
Q2 		$11K Sell
46
-105
-70% -$25.2K 0.01% 136
2021
Q1 		$36K Hold
151
– – 0.06% 98
2020
Q4 		$37K Buy
+151
New +$35.2K 0.1% 81

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sage Private Wealth Group's BDX Position: Q2 2022 in Review

Sage Private Wealth Group sold out of Becton Dickinson (BDX) in Q2 2022, closing a stake of 46 shares — an estimated $11.7K sold.

Sage Private Wealth Group first reported a position in BDX in Q4 2020 and held it in 6 quarters. The position peaked at $37K in Q4 2020. 1,535 funds tracked by Wall St. Rank hold BDX as of Q2 2022.

  • Sage Private Wealth Group reported no remaining Becton Dickinson position as of Q2 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 46 Becton Dickinson shares in Q2 2022, an estimated $11.7K.
  • Sage Private Wealth Group first reported a position in Becton Dickinson in Q4 2020 and held it in 6 quarters.
  • Sage Private Wealth Group's Becton Dickinson position peaked at $37K in Q4 2020.
  • 1,535 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2022.

Based on Sage Private Wealth Group's 13F filing for Q2 2022, filed 1 Aug 2022.