WP
BDX icon

WealthShield Partners’s Becton Dickinson BDX Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-88
Closed -$21K – 285
2021
Q2 		$21K Sell
88
-1,979
-96% -$474K ﹤0.01% 642
2021
Q1 		$490K Buy
2,067
+452
+28% +$110K 0.09% 162
2020
Q4 		$395K Buy
1,615
+295
+22% +$68.8K 0.07% 201
2020
Q3 		$300K Buy
1,320
+241
+22% +$59.2K 0.11% 192
2020
Q2 		$252K Buy
+1,079
New +$260K 0.12% 166
2020
Q1 		– Sell
-1,592
Closed -$422K – 270
2019
Q4 		$422K Buy
1,592
+119
+8% +$29.7K 0.21% 109
2019
Q3 		$364K Buy
1,473
+216
+17% +$53.3K 0.19% 117
2019
Q2 		$309K Buy
1,257
+420
+50% +$97.6K 0.18% 113
2019
Q1 		$204K Sell
837
-194
-19% -$45.9K 0.11% 141
2018
Q4 		$227K Buy
1,031
+233
+29% +$54.1K 0.15% 110
2018
Q3 		$203K Sell
798
-56
-7% -$13.8K 0.12% 123
2018
Q2 		$200K Buy
+854
New +$190K 0.12% 118

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthShield Partners's BDX Position: Q3 2021 in Review

WealthShield Partners sold out of Becton Dickinson (BDX) in Q3 2021, closing a stake of 88 shares — an estimated $21K sold.

WealthShield Partners first reported a position in BDX in Q2 2018 and held it in 12 quarters. The position peaked at $490K in Q1 2021. 1,472 funds tracked by Wall St. Rank hold BDX as of Q3 2021.

  • WealthShield Partners reported no remaining Becton Dickinson position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 88 Becton Dickinson shares in Q3 2021, an estimated $21K.
  • WealthShield Partners first reported a position in Becton Dickinson in Q2 2018 and held it in 12 quarters.
  • WealthShield Partners's Becton Dickinson position peaked at $490K in Q1 2021.
  • 1,472 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.