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WealthStone’s Becton Dickinson BDX Stock Holding History

WealthStone’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
Q1 		$285K Sell
1,202
-103
-8% -$25.2K 0.1% 169
2020
Q4 		$319K Buy
1,305
+163
+14% +$38K 0.11% 126
2020
Q3 		$259K Buy
+1,142
New +$281K 0.12% 123
2019
Q3 		– Sell
-400
Closed -$98.3K – 117
2019
Q2 		$98.3K Buy
+400
New +$92.9K 0.04% 143

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

WealthStone's BDX Position: Q1 2021 in Review

WealthStone reduced its Becton Dickinson (BDX) stake by 7.9% in Q1 2021, selling an estimated $25.2K and leaving 1,202 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #169.

WealthStone first reported a position in BDX in Q2 2019 and has held it in 4 quarters since. The position peaked at $319K in Q4 2020. 1,520 funds tracked by Wall St. Rank hold BDX as of Q1 2021.

  • WealthStone held 1,202 shares of Becton Dickinson worth $285K as of Q1 2021.
  • WealthStone sold 103 Becton Dickinson shares in Q1 2021, an estimated $25.2K.
  • Becton Dickinson made up 0.1% of WealthStone's portfolio in Q1 2021, its #169 holding.
  • WealthStone first reported a position in Becton Dickinson in Q2 2019 and has held it in 4 quarters since.
  • WealthStone's Becton Dickinson position peaked at $319K in Q4 2020.
  • 1,520 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.