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Sound View Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Sound View 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
2019
Q1 		$854K Sell
3,507
-43
-1% -$10.2K 0.27% 97
2018
Q4 		$780K Buy
+3,550
New +$824K 0.28% 99

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors's BDX Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Becton Dickinson (BDX) stake by 1.2% in Q1 2019, selling an estimated $10.2K and leaving 3,507 shares worth $854K. The position accounts for 0.27% of the portfolio, ranked #97.

Sound View Wealth Advisors first reported a position in BDX in Q4 2018 and has held it in 2 quarters since. 1,381 funds tracked by Wall St. Rank hold BDX as of Q1 2019.

  • Sound View Wealth Advisors held 3,507 shares of Becton Dickinson worth $854K as of Q1 2019.
  • Sound View Wealth Advisors sold 43 Becton Dickinson shares in Q1 2019, an estimated $10.2K.
  • Becton Dickinson made up 0.27% of Sound View Wealth Advisors's portfolio in Q1 2019, its #97 holding.
  • Sound View Wealth Advisors first reported a position in Becton Dickinson in Q4 2018 and has held it in 2 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.