Strategic Wealth Management Group’s Becton Dickinson BDX Stock Holding History

Strategic Wealth Management 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
2021 Q2	$215K	Sell	908 -231	-20%	-$55.4K	0.08%	119
2021 Q1	$270K	Sell	1,139 -304	-21%	-$74.3K	0.1%	114
2020 Q4	$352K	Buy	1,443 +55	+4%	+$12.8K	0.15%	77
2020 Q3	$315K	Hold	1,388	–	–	0.15%	78
2020 Q2	$324K	Buy	1,388 +54	+4%	+$13K	0.19%	63
2020 Q1	$299K	Buy	1,334 +4	+0.3%	+$988	0.22%	57
2019 Q4	$353K	Hold	1,330	–	–	0.23%	58
2019 Q3	$328K	Sell	1,330 -7	-0.5%	-$1.73K	0.24%	57
2019 Q2	$329K	Buy	1,337 +7	+0.5%	+$1.63K	0.25%	55
2019 Q1	$324K	Hold	1,330	–	–	0.27%	57
2018 Q4	$292K	Buy	+1,330	New	+$309K	0.28%	60

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Strategic Wealth Management Group's BDX Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Becton Dickinson (BDX) stake by 20% in Q2 2021, selling an estimated $55.4K and leaving 908 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #119.

Strategic Wealth Management Group first reported a position in BDX in Q4 2018 and has held it in 11 quarters since. The position peaked at $353K in Q4 2019. 1,485 funds tracked by Wall St. Rank hold BDX as of Q2 2021.

Strategic Wealth Management Group held 908 shares of Becton Dickinson worth $215K as of Q2 2021.
Strategic Wealth Management Group sold 231 Becton Dickinson shares in Q2 2021, an estimated $55.4K.
Becton Dickinson made up 0.08% of Strategic Wealth Management Group's portfolio in Q2 2021, its #119 holding.
Strategic Wealth Management Group first reported a position in Becton Dickinson in Q4 2018 and has held it in 11 quarters since.
Strategic Wealth Management Group's Becton Dickinson position peaked at $353K in Q4 2019.
1,485 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.