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Xcel Wealth Management’s Becton Dickinson BDX Stock Holding History

Xcel 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
2022
Q1 		– Sell
-1,242
Closed -$305K – 138
2021
Q4 		$305K Hold
1,242
– – 0.08% 126
2021
Q3 		$298K Hold
1,242
– – 0.09% 122
2021
Q2 		$295K Hold
1,242
– – 0.09% 123
2021
Q1 		$295K Hold
1,242
– – 0.11% 111
2020
Q4 		$303K Hold
1,242
– – 0.13% 100
2020
Q3 		$282K Hold
1,242
– – 0.15% 92
2020
Q2 		$289K Buy
+1,242
New +$299K 0.18% 83

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Xcel Wealth Management's BDX Position: Q1 2022 in Review

Xcel Wealth Management sold out of Becton Dickinson (BDX) in Q1 2022, closing a stake of 1,242 shares — an estimated $305K sold.

Xcel Wealth Management first reported a position in BDX in Q2 2020 and held it in 7 quarters. The position peaked at $305K in Q4 2021. 1,576 funds tracked by Wall St. Rank hold BDX as of Q1 2022.

  • Xcel Wealth Management reported no remaining Becton Dickinson position as of Q1 2022 after selling out during the quarter.
  • Xcel Wealth Management sold 1,242 Becton Dickinson shares in Q1 2022, an estimated $305K.
  • Xcel Wealth Management first reported a position in Becton Dickinson in Q2 2020 and held it in 7 quarters.
  • Xcel Wealth Management's Becton Dickinson position peaked at $305K in Q4 2021.
  • 1,576 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2022.

Based on Xcel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.