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Wealthspire Advisors (Maryland)’s Becton Dickinson BDX Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$2.14M Sell
9,445
-2,929
-24% -$720K 0.08% 125
2020
Q2 		$2.89M Sell
12,374
-61
-0.5% -$14.7K 0.21% 76
2020
Q1 		$2.79M Buy
12,435
+58
+0.5% +$14.3K 0.24% 62
2019
Q4 		$3.28M Sell
12,377
-257
-2% -$64.1K 0.22% 71
2019
Q3 		$3.12M Sell
12,634
-1,394
-10% -$344K 0.23% 72
2019
Q2 		$3.45M Buy
14,028
+1,772
+14% +$412K 0.26% 63
2019
Q1 		$2.99M Buy
12,256
+187
+2% +$44.2K 0.23% 69
2018
Q4 		$2.65M Sell
12,069
-446
-4% -$104K 0.24% 65
2018
Q3 		$3.19M Sell
12,515
-30
-0.2% -$7.39K 0.26% 58
2018
Q2 		$2.93M Sell
12,545
-301
-2% -$67K 0.27% 59
2018
Q1 		$2.72M Sell
12,846
-695
-5% -$152K 0.26% 62
2017
Q4 		$2.83M Buy
13,541
+131
+1% +$27.4K 0.28% 61
2017
Q3 		$2.56M Sell
13,410
-287
-2% -$55.6K 0.28% 59
2017
Q2 		$2.61M Buy
13,697
+1,922
+16% +$351K 0.31% 56
2017
Q1 		$2.11M Sell
11,775
-483
-4% -$84.2K 0.3% 54
2016
Q4 		$1.98M Sell
12,258
-372
-3% -$61.7K 0.3% 52
2016
Q3 		$2.21M Sell
12,630
-300
-2% -$51.3K 0.35% 47
2016
Q2 		$2.14M Sell
12,930
-221
-2% -$35.3K 0.36% 46
2016
Q1 		$1.95M Sell
13,151
-1,231
-9% -$175K 0.34% 50
2015
Q4 		$2.16M Buy
+14,382
New +$2.07M 0.4% 41

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BDX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Becton Dickinson (BDX) stake by 24% in Q3 2020, selling an estimated $720K and leaving 9,445 shares worth $2.14M. The position accounts for 0.08% of the portfolio, ranked #125.

Wealthspire Advisors (Maryland) first reported a position in BDX in Q4 2015 and has held it in 20 quarters since. The position peaked at $3.45M in Q2 2019. 1,435 funds tracked by Wall St. Rank hold BDX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 9,445 shares of Becton Dickinson worth $2.14M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 2,929 Becton Dickinson shares in Q3 2020, an estimated $720K.
  • Becton Dickinson made up 0.08% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #125 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Becton Dickinson in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Becton Dickinson position peaked at $3.45M in Q2 2019.
  • 1,435 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.