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Selective Wealth Management’s Becton Dickinson BDX Stock Holding History

Selective 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
2022
Q4 		– Sell
-106
Closed -$24K – 175
2022
Q3 		$24K Buy
106
+6
+6% +$1.49K 0.01% 397
2022
Q2 		$25K Sell
100
-3
-3% -$762 0.01% 433
2022
Q1 		$27K Sell
103
-205
-67% -$52.8K 0.01% 405
2021
Q4 		$75K Hold
308
– – 0.03% 223
2021
Q3 		$74K Buy
308
+103
+50% +$25.3K 0.04% 213
2021
Q2 		$49K Buy
+205
New +$49.1K 0.04% 190

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Selective Wealth Management's BDX Position: Q4 2022 in Review

Selective Wealth Management sold out of Becton Dickinson (BDX) in Q4 2022, closing a stake of 106 shares — an estimated $24K sold.

Selective Wealth Management first reported a position in BDX in Q2 2021 and held it in 6 quarters. The position peaked at $75K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold BDX as of Q4 2022.

  • Selective Wealth Management reported no remaining Becton Dickinson position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 106 Becton Dickinson shares in Q4 2022, an estimated $24K.
  • Selective Wealth Management first reported a position in Becton Dickinson in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's Becton Dickinson position peaked at $75K in Q4 2021.
  • 1,554 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.