TRUE Private Wealth Advisors’s Becton Dickinson BDX Stock Holding History

TRUE Private 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
2022 Q3	–	Sell	-890	Closed	-$219K	–	222
2022 Q2	$219K	Sell	890 -46	-5%	-$11.7K	0.03%	206
2022 Q1	$231K	Buy	936 +19	+2%	+$4.89K	0.03%	215
2021 Q4	$225K	Buy	+917	New	+$220K	0.03%	243
2021 Q1	–	Sell	-107	Closed	-$26K	–	277
2020 Q4	$26K	Sell	107 -47	-31%	-$11K	﹤0.01%	416
2020 Q3	$34K	Sell	154 -135	-47%	-$33.2K	0.01%	368
2020 Q2	$67K	Sell	289 -103	-26%	-$24.8K	0.01%	290
2020 Q1	$87K	Sell	392 -276	-41%	-$68.2K	0.02%	222
2019 Q4	$177K	Buy	+668	New	+$167K	0.03%	231
2019 Q3	–	Sell	-104	Closed	-$25K	–	264
2019 Q2	$25K	Buy	+104	New	+$24.2K	﹤0.01%	426
2019 Q1	–	Sell	-2,898	Closed	-$637K	–	208
2018 Q4	$637K	Buy	2,898 +66	+2%	+$15.3K	0.11%	120
2018 Q3	$721K	Sell	2,832 -1	-0%	-$246	0.1%	134
2018 Q2	$662K	Buy	2,833 +390	+16%	+$86.8K	0.1%	129
2018 Q1	$516K	Buy	2,443 +90	+4%	+$19.7K	0.09%	130
2017 Q4	$491K	Buy	+2,353	New	+$493K	0.09%	131

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

TRUE Private Wealth Advisors's BDX Position: Q3 2022 in Review

TRUE Private Wealth Advisors sold out of Becton Dickinson (BDX) in Q3 2022, closing a stake of 890 shares — an estimated $219K sold.

TRUE Private Wealth Advisors first reported a position in BDX in Q4 2017 and held it in 14 quarters. The position peaked at $721K in Q3 2018. 1,505 funds tracked by Wall St. Rank hold BDX as of Q3 2022.

TRUE Private Wealth Advisors reported no remaining Becton Dickinson position as of Q3 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 890 Becton Dickinson shares in Q3 2022, an estimated $219K.
TRUE Private Wealth Advisors first reported a position in Becton Dickinson in Q4 2017 and held it in 14 quarters.
TRUE Private Wealth Advisors's Becton Dickinson position peaked at $721K in Q3 2018.
1,505 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.