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WealthPLAN Partners’s Becton Dickinson BDX Stock Holding History

WealthPLAN Partners’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
-185
Closed -$48.8K – 383
2023
Q2 		$48.8K Sell
185
-250
-57% -$63.5K 0.01% 513
2023
Q1 		$108K Buy
+435
New +$106K 0.01% 408
2022
Q1 		– Sell
-833
Closed -$207K – 384
2021
Q4 		$207K Hold
833
– – 0.01% 362
2021
Q3 		$203K Sell
833
-1,084
-57% -$266K 0.01% 361
2021
Q2 		$450K Sell
1,917
-1,293
-40% -$310K 0.03% 246
2021
Q1 		$788K Sell
3,210
-28,096
-90% -$6.86M 0.06% 167
2020
Q4 		$7.79M Buy
31,306
+4,825
+18% +$1.13M 0.66% 54
2020
Q3 		$6.21M Buy
26,481
+4,193
+19% +$1.03M 0.61% 59
2020
Q2 		$5.7M Buy
22,288
+1,965
+10% +$474K 0.59% 55
2020
Q1 		$5.13M Buy
20,323
+3,494
+21% +$863K 0.67% 48
2019
Q4 		$4.14M Buy
16,829
+1,071
+7% +$267K 0.49% 58
2019
Q3 		$3.8M Buy
15,758
+1,477
+10% +$365K 0.52% 56
2019
Q2 		$3.53M Buy
14,281
+328
+2% +$76.2K 0.53% 57
2019
Q1 		$3.07M Buy
13,953
+1,461
+12% +$345K 0.48% 64
2018
Q4 		$3.03M Buy
12,492
+1,389
+13% +$322K 0.49% 66
2018
Q3 		$2.59M Sell
11,103
-1,426
-11% -$351K 0.47% 61
2018
Q2 		$2.93M Buy
12,529
+2,843
+29% +$633K 0.6% 50
2018
Q1 		$2.05M Buy
9,686
+2,397
+33% +$525K 0.45% 66
2017
Q4 		$1.52M Buy
7,289
+2,071
+40% +$434K 0.41% 68
2017
Q3 		$998K Buy
5,218
+3
+0.1% +$582 0.28% 75
2017
Q2 		$993K Buy
5,215
+4,958
+1,929% +$906K 0.29% 74
2017
Q1 		$46K Buy
+257
New +$44.8K 0.16% 117
2016
Q3 		$271K Sell
1,579
-1,313
-45% -$225K 0.09% 122
2016
Q2 		$246K Buy
+2,892
New +$462K 0.03% 330
2015
Q4 		$101K Buy
+1,882
New +$271K 0.02% 416

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WealthPLAN Partners's BDX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Becton Dickinson (BDX) in Q3 2023, closing a stake of 185 shares — an estimated $48.8K sold.

WealthPLAN Partners first reported a position in BDX in Q4 2015 and held it in 25 quarters. The position peaked at $7.79M in Q4 2020. 1,553 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

  • WealthPLAN Partners reported no remaining Becton Dickinson position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 185 Becton Dickinson shares in Q3 2023, an estimated $48.8K.
  • WealthPLAN Partners first reported a position in Becton Dickinson in Q4 2015 and held it in 25 quarters.
  • WealthPLAN Partners's Becton Dickinson position peaked at $7.79M in Q4 2020.
  • 1,553 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.