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Stratos Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Stratos 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
2024
Q4 		– Sell
-3,274
Closed -$790K – 719
2024
Q3 		$790K Buy
3,274
+291
+10% +$68.2K 0.04% 399
2024
Q2 		$697K Sell
2,983
-620
-17% -$146K 0.03% 400
2024
Q1 		$892K Sell
3,603
-12
-0.3% -$2.87K 0.05% 352
2023
Q4 		$882K Sell
3,615
-484
-12% -$119K 0.05% 350
2023
Q3 		$1.06M Buy
4,099
+51
+1% +$13.8K 0.07% 292
2023
Q2 		$1.07M Sell
4,048
-202
-5% -$51.3K 0.08% 292
2023
Q1 		$1.05M Buy
4,250
+43
+1% +$10.5K 0.08% 276
2022
Q4 		$1.07M Buy
4,207
+103
+3% +$24.3K 0.09% 274
2022
Q3 		$915K Sell
4,104
-658
-14% -$164K 0.1% 257
2022
Q2 		$1.17M Sell
4,762
-5
-0.1% -$1.27K 0.11% 242
2022
Q1 		$1.24M Buy
4,767
+161
+3% +$41.5K 0.1% 240
2021
Q4 		$1.13M Buy
4,606
+7
+0.2% +$1.68K 0.08% 264
2021
Q3 		$1.1M Buy
4,599
+3,173
+223% +$778K 0.09% 235
2021
Q2 		$338K Buy
1,426
+367
+35% +$88K 0.03% 417
2021
Q1 		$251K Buy
+1,059
New +$259K 0.03% 426

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Stratos Wealth Advisors's BDX Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of Becton Dickinson (BDX) in Q4 2024, closing a stake of 3,274 shares — an estimated $790K sold.

Stratos Wealth Advisors first reported a position in BDX in Q1 2021 and held it in 15 quarters. The position peaked at $1.24M in Q1 2022. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

  • Stratos Wealth Advisors reported no remaining Becton Dickinson position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 3,274 Becton Dickinson shares in Q4 2024, an estimated $790K.
  • Stratos Wealth Advisors first reported a position in Becton Dickinson in Q1 2021 and held it in 15 quarters.
  • Stratos Wealth Advisors's Becton Dickinson position peaked at $1.24M in Q1 2022.
  • 1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.