Summit Wealth Group’s Becton Dickinson BDX Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-49,013	Closed	–	–	95
2023 Q1	$0	Buy	+49,013	New	+$12M	﹤0.01%	163

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Summit Wealth Group's BDX Position: Q2 2023 in Review

Summit Wealth Group sold out of Becton Dickinson (BDX) in Q2 2023, closing a stake of 49,013 shares.

Summit Wealth Group first reported a position in BDX in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 1,576 funds tracked by Wall St. Rank hold BDX as of Q2 2023.

Summit Wealth Group reported no remaining Becton Dickinson position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 49,013 Becton Dickinson shares in Q2 2023.
Summit Wealth Group first reported a position in Becton Dickinson in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Becton Dickinson position peaked at $0 in Q1 2023.
1,576 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.