Walled Lake Planning & Wealth Management’s Becton Dickinson BDX Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-269	Closed	-$64K	–	127
2021 Q3	$64K	Sell	269 -27	-9%	-$6.62K	0.04%	147
2021 Q2	$70K	Hold	296	–	–	0.05%	140
2021 Q1	$70K	Sell	296 -7	-2%	-$1.71K	0.05%	131
2020 Q4	$74K	Buy	303 +1	+0.3%	+$233	0.06%	112
2020 Q3	$69K	Sell	302 -442	-59%	-$109K	0.06%	108
2020 Q2	$174K	Sell	744 -29	-4%	-$6.99K	0.15%	65
2020 Q1	$173K	Sell	773 -45	-6%	-$11.1K	0.16%	63
2019 Q4	$217K	Buy	+818	New	+$204K	0.16%	62

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's BDX Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Becton Dickinson (BDX) in Q4 2021, closing a stake of 269 shares — an estimated $64K sold.

Walled Lake Planning & Wealth Management first reported a position in BDX in Q4 2019 and held it in 8 quarters. The position peaked at $217K in Q4 2019. 1,568 funds tracked by Wall St. Rank hold BDX as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Becton Dickinson position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 269 Becton Dickinson shares in Q4 2021, an estimated $64K.
Walled Lake Planning & Wealth Management first reported a position in Becton Dickinson in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Becton Dickinson position peaked at $217K in Q4 2019.
1,568 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.