Tradition Wealth Management’s Becton Dickinson BDX Stock Holding History

Tradition Wealth Management’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 Q4	–	Sell	-27	Closed	-$7K	–	1273
2023 Q3	$7K	Sell	27 -74	-73%	-$20K	﹤0.01%	1083
2023 Q2	$27K	Buy	+101	New	+$25.7K	﹤0.01%	795
2022 Q3	–	Sell	-425	Closed	-$105K	–	1186
2022 Q2	$105K	Sell	425 -11	-3%	-$2.79K	0.02%	349
2022 Q1	$113K	Buy	+436	New	+$112K	0.01%	381

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tradition Wealth Management's BDX Position: Q4 2023 in Review

Tradition Wealth Management sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 27 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in BDX in Q1 2022 and held it in 4 quarters. The position peaked at $113K in Q1 2022. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

Tradition Wealth Management reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 27 Becton Dickinson shares in Q4 2023, an estimated $7K.
Tradition Wealth Management first reported a position in Becton Dickinson in Q1 2022 and held it in 4 quarters.
Tradition Wealth Management's Becton Dickinson position peaked at $113K in Q1 2022.
1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.