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Sutton Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Sutton 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
2023
Q3 		$33.1K Buy
128
+21
+20% +$5.67K 0.02% 281
2023
Q2 		$28.2K Sell
107
-1
-0.9% -$254 0.01% 302
2023
Q1 		$26.7K Sell
108
-1,150
-91% -$281K 0.01% 271
2022
Q4 		$320K Buy
1,258
+15
+1% +$3.54K 0.12% 129
2022
Q3 		$277K Sell
1,243
-3
-0.2% -$747 0.11% 134
2022
Q2 		$307K Sell
1,246
-31
-2% -$7.87K 0.12% 123
2022
Q1 		$331K Buy
1,277
+3
+0.2% +$772 0.11% 127
2021
Q4 		$313K Hold
1,274
– – 0.1% 129
2021
Q3 		$306K Sell
1,274
-1
-0.1% -$245 0.11% 126
2021
Q2 		$303K Hold
1,275
– – 0.11% 129
2021
Q1 		$302K Buy
1,275
+8
+0.6% +$1.96K 0.12% 126
2020
Q4 		$309K Buy
1,267
+4
+0.3% +$933 0.13% 121
2020
Q3 		$287K Hold
1,263
– – 0.14% 114
2020
Q2 		$295K Buy
1,263
+3
+0.2% +$723 0.15% 104
2020
Q1 		$282K Buy
1,260
+8
+0.6% +$1.98K 0.18% 96
2019
Q4 		$332K Hold
1,252
– – 0.17% 105
2019
Q3 		$309K Hold
1,252
– – 0.17% 99
2019
Q2 		$308K Buy
1,252
+3
+0.2% +$697 0.18% 101
2019
Q1 		$304K Buy
1,249
+7
+0.6% +$1.66K 0.18% 103
2018
Q4 		$273K Hold
1,242
– – 0.18% 98
2018
Q3 		$316K Hold
1,242
– – 0.21% 87
2018
Q2 		$290K Hold
1,242
– – 0.2% 86
2018
Q1 		$263K Buy
1,242
+10
+0.8% +$2.19K 0.19% 92
2017
Q4 		$257K Buy
1,232
+5
+0.4% +$1.05K 0.19% 95
2017
Q3 		$235K Hold
1,227
– – 0.18% 101
2017
Q2 		$234K Buy
1,227
+3
+0.2% +$548 0.18% 97
2017
Q1 		$219K Hold
1,224
– – 0.18% 94
2016
Q4 		$198K Hold
1,224
– – 0.18% 99
2016
Q3 		$215K Hold
1,224
– – 0.2% 85
2016
Q2 		$202K Hold
1,224
– – 0.19% 90
2016
Q1 		$181K Buy
+1,224
New +$174K 0.17% 97

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sutton Wealth Advisors's BDX Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Becton Dickinson (BDX) stake by 20% in Q3 2023, buying an estimated $5.67K and bringing the position to 128 shares worth $33.1K. The position accounts for 0.02% of the portfolio, ranked #281.

Sutton Wealth Advisors first reported a position in BDX in Q1 2016 and has held it in 31 quarters since. The position peaked at $332K in Q4 2019. 1,553 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

  • Sutton Wealth Advisors held 128 shares of Becton Dickinson worth $33.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 21 Becton Dickinson shares in Q3 2023, an estimated $5.67K.
  • Becton Dickinson made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #281 holding.
  • Sutton Wealth Advisors first reported a position in Becton Dickinson in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Becton Dickinson position peaked at $332K in Q4 2019.
  • 1,553 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.