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Symphony Financial’s Becton Dickinson BDX Stock Holding History

Symphony Financial’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
2022
Q2 		– Sell
-757
Closed -$202K – 180
2022
Q1 		$202K Buy
+757
New +$195K 0.05% 187
2021
Q1 		– Sell
-2,160
Closed -$528K – 197
2020
Q4 		$528K Buy
2,160
+491
+29% +$114K 0.19% 90
2020
Q3 		$379K Buy
1,669
+758
+83% +$186K 0.15% 95
2020
Q2 		$213K Sell
911
-969
-52% -$234K 0.1% 129
2020
Q1 		$409K Buy
+1,880
New +$464K 0.28% 56

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Symphony Financial's BDX Position: Q2 2022 in Review

Symphony Financial sold out of Becton Dickinson (BDX) in Q2 2022, closing a stake of 757 shares — an estimated $202K sold.

Symphony Financial first reported a position in BDX in Q1 2020 and held it in 5 quarters. The position peaked at $528K in Q4 2020. 1,535 funds tracked by Wall St. Rank hold BDX as of Q2 2022.

  • Symphony Financial reported no remaining Becton Dickinson position as of Q2 2022 after selling out during the quarter.
  • Symphony Financial sold 757 Becton Dickinson shares in Q2 2022, an estimated $202K.
  • Symphony Financial first reported a position in Becton Dickinson in Q1 2020 and held it in 5 quarters.
  • Symphony Financial's Becton Dickinson position peaked at $528K in Q4 2020.
  • 1,535 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2022.

Based on Symphony Financial's 13F filing for Q2 2022, filed 18 Jul 2022.