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WealthPlan Investment Management’s Becton Dickinson BDX Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-33
Closed -$8.26K – 380
2023
Q1 		$8.26K Buy
+33
New +$8.07K ﹤0.01% 334

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WealthPlan Investment Management's BDX Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Becton Dickinson (BDX) in Q2 2023, closing a stake of 33 shares — an estimated $8.26K sold.

WealthPlan Investment Management first reported a position in BDX in Q1 2023 and held it in 1 quarter. The position peaked at $8.26K in Q1 2023. 1,576 funds tracked by Wall St. Rank hold BDX as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Becton Dickinson position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 33 Becton Dickinson shares in Q2 2023, an estimated $8.26K.
  • WealthPlan Investment Management first reported a position in Becton Dickinson in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Becton Dickinson position peaked at $8.26K in Q1 2023.
  • 1,576 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.