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Walkner Condon Financial Advisors’s Becton Dickinson BDX Stock Holding History

Walkner Condon Financial 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
-1,122
Closed -$296K – 244
2023
Q2 		$296K Buy
+1,122
New +$285K 0.08% 186

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

Walkner Condon Financial Advisors's BDX Position: Q3 2023 in Review

Walkner Condon Financial Advisors sold out of Becton Dickinson (BDX) in Q3 2023, closing a stake of 1,122 shares — an estimated $296K sold.

Walkner Condon Financial Advisors first reported a position in BDX in Q2 2023 and held it in 1 quarter. The position peaked at $296K in Q2 2023. 1,552 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

  • Walkner Condon Financial Advisors reported no remaining Becton Dickinson position as of Q3 2023 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 1,122 Becton Dickinson shares in Q3 2023, an estimated $296K.
  • Walkner Condon Financial Advisors first reported a position in Becton Dickinson in Q2 2023 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's Becton Dickinson position peaked at $296K in Q2 2023.
  • 1,552 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.