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West Financial Advisors’s Becton Dickinson BDX Stock Holding History

West Financial Advisors’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
2022
Q4 		– Sell
-550
Closed -$123K – 169
2022
Q3 		$123K Hold
550
– – 0.04% 71
2022
Q2 		$136K Sell
550
-14
-2% -$3.56K 0.04% 65
2022
Q1 		$146K Hold
564
– – 0.04% 67
2021
Q4 		$138K Hold
564
– – 0.04% 73
2021
Q3 		$135K Hold
564
– – 0.04% 67
2021
Q2 		$134K Hold
564
– – 0.04% 60
2021
Q1 		$134K Hold
564
– – 0.04% 62
2020
Q4 		$138K Buy
+564
New +$132K 0.05% 60

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Financial Advisors's BDX Position: Q4 2022 in Review

West Financial Advisors sold out of Becton Dickinson (BDX) in Q4 2022, closing a stake of 550 shares — an estimated $123K sold.

West Financial Advisors first reported a position in BDX in Q4 2020 and held it in 8 quarters. The position peaked at $146K in Q1 2022. 1,554 funds tracked by Wall St. Rank hold BDX as of Q4 2022.

  • West Financial Advisors reported no remaining Becton Dickinson position as of Q4 2022 after selling out during the quarter.
  • West Financial Advisors sold 550 Becton Dickinson shares in Q4 2022, an estimated $123K.
  • West Financial Advisors first reported a position in Becton Dickinson in Q4 2020 and held it in 8 quarters.
  • West Financial Advisors's Becton Dickinson position peaked at $146K in Q1 2022.
  • 1,554 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2022.

Based on West Financial Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.