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Wescott Financial Advisory Group’s Becton Dickinson BDX Stock Holding History

Wescott Financial Advisory Group’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 		– Sell
-1,066
Closed -$260K – 63
2020
Q4 		$260K Buy
+1,066
New +$249K 0.18% 49

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T. Rowe Price Associates
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Massachusetts Financial Services
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Fundsmith LLP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
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Wescott Financial Advisory Group's BDX Position: Q1 2021 in Review

Wescott Financial Advisory Group sold out of Becton Dickinson (BDX) in Q1 2021, closing a stake of 1,066 shares — an estimated $260K sold.

Wescott Financial Advisory Group first reported a position in BDX in Q4 2020 and held it in 1 quarter. The position peaked at $260K in Q4 2020. 1,520 funds tracked by Wall St. Rank hold BDX as of Q1 2021.

  • Wescott Financial Advisory Group reported no remaining Becton Dickinson position as of Q1 2021 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 1,066 Becton Dickinson shares in Q1 2021, an estimated $260K.
  • Wescott Financial Advisory Group first reported a position in Becton Dickinson in Q4 2020 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Becton Dickinson position peaked at $260K in Q4 2020.
  • 1,520 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2021.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2021, filed 25 Jun 2021.