WKWM
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Walter & Keenan Wealth Management’s Becton Dickinson BDX Stock Holding History

Walter & Keenan 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
2020
Q2 		– Sell
-971
Closed -$213K – 149
2020
Q1 		$213K Buy
+971
New +$240K 0.08% 102

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Walter & Keenan Wealth Management's BDX Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of Becton Dickinson (BDX) in Q2 2020, closing a stake of 971 shares — an estimated $213K sold.

Walter & Keenan Wealth Management first reported a position in BDX in Q1 2020 and held it in 1 quarter. The position peaked at $213K in Q1 2020. 1,429 funds tracked by Wall St. Rank hold BDX as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining Becton Dickinson position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 971 Becton Dickinson shares in Q2 2020, an estimated $213K.
  • Walter & Keenan Wealth Management first reported a position in Becton Dickinson in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Becton Dickinson position peaked at $213K in Q1 2020.
  • 1,429 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.