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Whalen Wealth Management’s Becton Dickinson BDX Stock Holding History

Whalen Wealth Management’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
2024
Q3 		– Sell
-2,975
Closed -$695K – 120
2024
Q2 		$695K Buy
2,975
+2,006
+207% +$473K 0.55% 38
2024
Q1 		$240K Buy
+969
New +$232K 0.18% 88

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
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
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Whalen Wealth Management's BDX Position: Q3 2024 in Review

Whalen Wealth Management sold out of Becton Dickinson (BDX) in Q3 2024, closing a stake of 2,975 shares — an estimated $695K sold.

Whalen Wealth Management first reported a position in BDX in Q1 2024 and held it in 2 quarters. The position peaked at $695K in Q2 2024. 1,575 funds tracked by Wall St. Rank hold BDX as of Q3 2024.

  • Whalen Wealth Management reported no remaining Becton Dickinson position as of Q3 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 2,975 Becton Dickinson shares in Q3 2024, an estimated $695K.
  • Whalen Wealth Management first reported a position in Becton Dickinson in Q1 2024 and held it in 2 quarters.
  • Whalen Wealth Management's Becton Dickinson position peaked at $695K in Q2 2024.
  • 1,575 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2024.

Based on Whalen Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.