Smith Salley Wealth Management’s Becton Dickinson BDX Stock Holding History

Smith Salley 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
2021 Q4	–	Sell	-3,343	Closed	-$802K	–	254
2021 Q3	$802K	Buy	3,343 +260	+8%	+$63.8K	0.06%	155
2021 Q2	$732K	Buy	3,083 +339	+12%	+$81.3K	0.06%	161
2021 Q1	$651K	Sell	2,744 -24	-0.9%	-$5.86K	0.06%	155
2020 Q4	$676K	Buy	2,768 +620	+29%	+$145K	0.07%	138
2020 Q3	$488K	Buy	2,148 +36	+2%	+$8.85K	0.06%	132
2020 Q2	$493K	Buy	2,112 +241	+13%	+$58.1K	0.07%	127
2020 Q1	$419K	Buy	1,871 +877	+88%	+$217K	0.07%	127
2019 Q4	$264K	Buy	994 +74	+8%	+$18.4K	0.03%	175
2019 Q3	$227K	Buy	920 +79	+9%	+$19.5K	0.03%	176
2019 Q2	$207K	Buy	+841	New	+$195K	0.03%	182

Other funds holding BDX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Smith Salley Wealth Management's BDX Position: Q4 2021 in Review

Smith Salley Wealth Management sold out of Becton Dickinson (BDX) in Q4 2021, closing a stake of 3,343 shares — an estimated $802K sold.

Smith Salley Wealth Management first reported a position in BDX in Q2 2019 and held it in 10 quarters. The position peaked at $802K in Q3 2021. 1,568 funds tracked by Wall St. Rank hold BDX as of Q4 2021.

Smith Salley Wealth Management reported no remaining Becton Dickinson position as of Q4 2021 after selling out during the quarter.
Smith Salley Wealth Management sold 3,343 Becton Dickinson shares in Q4 2021, an estimated $802K.
Smith Salley Wealth Management first reported a position in Becton Dickinson in Q2 2019 and held it in 10 quarters.
Smith Salley Wealth Management's Becton Dickinson position peaked at $802K in Q3 2021.
1,568 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2021.

Based on Smith Salley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.