Acorn Financial Advisory Services’s Baxter International BAX Stock Holding History

Acorn Financial Advisory Services’s Portfolio BAX Stock Details BAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,976	Closed	-$214K	–	218
2022 Q3	$214K	Hold	3,976	–	–	0.05%	199
2022 Q2	$255K	Hold	3,976	–	–	0.06%	180
2022 Q1	$308K	Hold	3,976	–	–	0.06%	180
2021 Q4	$341K	Hold	3,976	–	–	0.07%	171
2021 Q3	$320K	Sell	3,976 -352	-8%	-$27.8K	0.1%	169
2021 Q2	$348K	Hold	4,328	–	–	0.1%	176
2021 Q1	$365K	Sell	4,328 -58	-1%	-$4.61K	0.13%	147
2020 Q4	$351K	Buy	4,386 +1	+0%	+$79	0.14%	162
2020 Q3	$353K	Sell	4,385 -46	-1%	-$3.87K	0.19%	137
2020 Q2	$382K	Buy	4,431 +138	+3%	+$12K	0.27%	120
2020 Q1	$349K	Sell	4,293 -22	-0.5%	-$1.9K	0.35%	105
2019 Q4	$361K	Buy	+4,315	New	+$357K	0.3%	115

Other funds holding BAX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Acorn Financial Advisory Services's BAX Position: Q4 2022 in Review

Acorn Financial Advisory Services sold out of Baxter International (BAX) in Q4 2022, closing a stake of 3,976 shares — an estimated $214K sold.

Acorn Financial Advisory Services first reported a position in BAX in Q4 2019 and held it in 12 quarters. The position peaked at $382K in Q2 2020. 1,010 funds tracked by Wall St. Rank hold BAX as of Q4 2022.

Acorn Financial Advisory Services reported no remaining Baxter International position as of Q4 2022 after selling out during the quarter.
Acorn Financial Advisory Services sold 3,976 Baxter International shares in Q4 2022, an estimated $214K.
Acorn Financial Advisory Services first reported a position in Baxter International in Q4 2019 and held it in 12 quarters.
Acorn Financial Advisory Services's Baxter International position peaked at $382K in Q2 2020.
1,010 funds tracked by Wall St. Rank held Baxter International as of Q4 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2022, filed 20 Jan 2023.