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V Wealth Advisors’s Becton Dickinson BDX Stock Holding History

V 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 		– Sell
-1,741
Closed -$460K – 139
2023
Q2 		$460K Hold
1,741
– – 0.08% 213
2023
Q1 		$431K Hold
1,741
– – 0.08% 220
2022
Q4 		$443K Buy
1,741
+31
+2% +$7.32K 0.09% 204
2022
Q3 		$381K Sell
1,710
-3
-0.2% -$747 0.08% 244
2022
Q2 		$422K Sell
1,713
-43
-2% -$10.9K 0.08% 245
2022
Q1 		$455K Hold
1,756
– – 0.07% 261
2021
Q4 		$431K Sell
1,756
-904
-34% -$217K 0.06% 284
2021
Q3 		$638K Sell
2,660
-48
-2% -$11.8K 0.1% 215
2021
Q2 		$642K Buy
2,708
+102
+4% +$24.5K 0.1% 222
2021
Q1 		$618K Hold
2,606
– – 0.11% 206
2020
Q4 		$636K Buy
2,606
+1,641
+170% +$383K 0.13% 179
2020
Q3 		$219K Sell
965
-1,937
-67% -$476K 0.15% 158
2020
Q2 		$677K Buy
2,902
+587
+25% +$141K 0.18% 146
2020
Q1 		$520K Buy
2,315
+312
+16% +$77K 0.16% 141
2019
Q4 		$494K Hold
2,003
– – 0.18% 137
2019
Q3 		$494K Buy
2,003
+62
+3% +$15.3K 0.18% 137
2019
Q2 		$478K Sell
1,941
-51
-3% -$11.8K 0.18% 137
2019
Q1 		$453K Buy
1,992
+129
+7% +$30.5K 0.18% 133
2018
Q4 		$404K Buy
1,863
+52
+3% +$12.1K 0.21% 122
2018
Q3 		$462K Buy
+1,811
New +$446K 0.21% 119
2018
Q2 		– Sell
-1,811
Closed -$378K – 213
2018
Q1 		$378K Buy
1,811
+51
+3% +$11.2K 0.2% 123
2017
Q4 		$392K Buy
+1,760
New +$369K 0.2% 123
2017
Q3 		– Sell
-231
Closed -$44K – 240
2017
Q2 		$44K Buy
+231
New +$42.2K 0.02% 335

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

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

V Wealth Advisors sold out of Becton Dickinson (BDX) in Q3 2023, closing a stake of 1,741 shares — an estimated $460K sold.

V Wealth Advisors first reported a position in BDX in Q2 2017 and held it in 23 quarters. The position peaked at $677K in Q2 2020. 1,552 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

  • V Wealth Advisors reported no remaining Becton Dickinson position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 1,741 Becton Dickinson shares in Q3 2023, an estimated $460K.
  • V Wealth Advisors first reported a position in Becton Dickinson in Q2 2017 and held it in 23 quarters.
  • V Wealth Advisors's Becton Dickinson position peaked at $677K in Q2 2020.
  • 1,552 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.