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Acorn Wealth Advisors’s Baxter International BAX Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-2,217
Closed -$164K – 143
2018
Q2 		$164K Hold
2,217
– – 0.14% 125
2018
Q1 		$157K Hold
2,217
– – 0.14% 126
2017
Q4 		$153K Buy
+2,217
New +$142K 0.14% 124

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Acorn Wealth Advisors's BAX Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Baxter International (BAX) in Q3 2018, closing a stake of 2,217 shares — an estimated $164K sold.

Acorn Wealth Advisors first reported a position in BAX in Q4 2017 and held it in 3 quarters. The position peaked at $164K in Q2 2018. 1,069 funds tracked by Wall St. Rank hold BAX as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Baxter International position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 2,217 Baxter International shares in Q3 2018, an estimated $164K.
  • Acorn Wealth Advisors first reported a position in Baxter International in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Baxter International position peaked at $164K in Q2 2018.
  • 1,069 funds tracked by Wall St. Rank held Baxter International as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.