Wealth Architects’s Becton Dickinson BDX Stock Holding History

Wealth Architects’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	-773	Closed	-$204K	–	189
2023 Q2	$204K	Buy	+773	New	+$196K	0.03%	183
2022 Q2	–	Sell	-792	Closed	-$206K	–	186
2022 Q1	$206K	Buy	+792	New	+$204K	0.04%	189
2021 Q1	–	Sell	-828	Closed	-$202K	–	169
2020 Q4	$202K	Buy	+828	New	+$193K	0.05%	151
2020 Q1	–	Sell	-959	Closed	-$255K	–	130
2019 Q4	$255K	Hold	959	–	–	0.07%	110
2019 Q3	$237K	Sell	959 -3	-0.3%	-$741	0.07%	111
2019 Q2	$237K	Buy	962 +10	+1%	+$2.32K	0.07%	116
2019 Q1	$232K	Hold	952	–	–	0.07%	114
2018 Q4	$209K	Sell	952 -19	-2%	-$4.41K	0.08%	112
2018 Q3	$247K	Sell	971 -81	-8%	-$20K	0.08%	118
2018 Q2	$246K	Sell	1,052 -2	-0.2%	-$445	0.08%	108
2018 Q1	$223K	Sell	1,054 -47	-4%	-$10.3K	0.07%	112
2017 Q4	$230K	Buy	+1,101	New	+$231K	0.08%	116

Other funds holding BDX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Architects's BDX Position: Q3 2023 in Review

Wealth Architects sold out of Becton Dickinson (BDX) in Q3 2023, closing a stake of 773 shares — an estimated $204K sold.

Wealth Architects first reported a position in BDX in Q4 2017 and held it in 12 quarters. The position peaked at $255K in Q4 2019. 1,553 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

Wealth Architects reported no remaining Becton Dickinson position as of Q3 2023 after selling out during the quarter.
Wealth Architects sold 773 Becton Dickinson shares in Q3 2023, an estimated $204K.
Wealth Architects first reported a position in Becton Dickinson in Q4 2017 and held it in 12 quarters.
Wealth Architects's Becton Dickinson position peaked at $255K in Q4 2019.
1,553 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on Wealth Architects's 13F filing for Q3 2023, filed 9 Nov 2023.