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WealthSource Partners’s Becton Dickinson BDX Stock Holding History

WealthSource 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
Q2 		– Sell
-1,032
Closed -$255K – 497
2023
Q1 		$255K Sell
1,032
-53
-5% -$13K 0.02% 432
2022
Q4 		$276K Buy
1,085
+150
+16% +$35.4K 0.02% 413
2022
Q3 		$208K Buy
+935
New +$233K 0.02% 458
2020
Q1 		– Sell
-1,456
Closed -$386K – 350
2019
Q4 		$386K Sell
1,456
-503
-26% -$125K 0.05% 268
2019
Q3 		$484K Buy
1,959
+60
+3% +$14.8K 0.07% 245
2019
Q2 		$467K Sell
1,899
-369
-16% -$85.7K 0.07% 251
2019
Q1 		$553K Sell
2,268
-2,847
-56% -$673K 0.12% 153
2018
Q4 		$1.12M Buy
+5,115
New +$1.19M 0.32% 75
2018
Q3 		– Sell
-5,451
Closed -$1.27M – 317
2018
Q2 		$1.27M Buy
5,451
+3,367
+162% +$749K 0.36% 68
2018
Q1 		$441K Buy
2,084
+143
+7% +$31.3K 0.13% 157
2017
Q4 		$405K Sell
1,941
-419
-18% -$87.8K 0.13% 157
2017
Q3 		$451K Buy
2,360
+101
+4% +$19.6K 0.15% 147
2017
Q2 		$430K Sell
2,259
-163
-7% -$29.8K 0.15% 149
2017
Q1 		$433K Buy
2,422
+449
+23% +$78.3K 0.16% 139
2016
Q4 		$319K Sell
1,973
-3
-0.2% -$498 0.13% 161
2016
Q3 		$347K Buy
+1,976
New +$338K 0.13% 164

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

WealthSource Partners's BDX Position: Q2 2023 in Review

WealthSource Partners sold out of Becton Dickinson (BDX) in Q2 2023, closing a stake of 1,032 shares — an estimated $255K sold.

WealthSource Partners first reported a position in BDX in Q3 2016 and held it in 16 quarters. The position peaked at $1.27M in Q2 2018. 1,576 funds tracked by Wall St. Rank hold BDX as of Q2 2023.

  • WealthSource Partners reported no remaining Becton Dickinson position as of Q2 2023 after selling out during the quarter.
  • WealthSource Partners sold 1,032 Becton Dickinson shares in Q2 2023, an estimated $255K.
  • WealthSource Partners first reported a position in Becton Dickinson in Q3 2016 and held it in 16 quarters.
  • WealthSource Partners's Becton Dickinson position peaked at $1.27M in Q2 2018.
  • 1,576 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2023.

Based on WealthSource Partners's 13F filing for Q2 2023, filed 15 Aug 2023.