TWP
BDX icon

TFO Wealth Partners’s Becton Dickinson BDX Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-1
Closed -$244 – 809
2023
Q4 		$244 Hold
1
– – ﹤0.01% 583
2023
Q3 		$264 Buy
+1
New +$270 ﹤0.01% 701
2022
Q3 		– Sell
-11
Closed -$3K – 173
2022
Q2 		$3K Buy
+11
New +$2.79K ﹤0.01% 253

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TFO Wealth Partners's BDX Position: Q1 2024 in Review

TFO Wealth Partners sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 1 share — an estimated $244 sold.

TFO Wealth Partners first reported a position in BDX in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • TFO Wealth Partners reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Becton Dickinson share in Q1 2024, an estimated $244.
  • TFO Wealth Partners first reported a position in Becton Dickinson in Q2 2022 and held it in 3 quarters.
  • TFO Wealth Partners's Becton Dickinson position peaked at $3K in Q2 2022.
  • 1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.