San Luis Wealth Advisors’s Becton Dickinson BDX Stock Holding History

San Luis 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
2022 Q2	–	Sell	-841	Closed	-$206K	–	95
2022 Q1	$206K	Hold	841	–	–	0.1%	147
2021 Q4	$206K	Sell	841 -20	-2%	-$4.79K	0.21%	85
2021 Q3	$206K	Buy	+861	New	+$211K	0.11%	145
2020 Q4	$640K	Buy	+2,623	New	+$612K	0.41%	63

Other funds holding BDX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

San Luis Wealth Advisors's BDX Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Becton Dickinson (BDX) in Q2 2022, closing a stake of 841 shares — an estimated $206K sold.

San Luis Wealth Advisors first reported a position in BDX in Q4 2020 and held it in 4 quarters. The position peaked at $640K in Q4 2020. 1,535 funds tracked by Wall St. Rank hold BDX as of Q2 2022.

San Luis Wealth Advisors reported no remaining Becton Dickinson position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 841 Becton Dickinson shares in Q2 2022, an estimated $206K.
San Luis Wealth Advisors first reported a position in Becton Dickinson in Q4 2020 and held it in 4 quarters.
San Luis Wealth Advisors's Becton Dickinson position peaked at $640K in Q4 2020.
1,535 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.