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Alera Investment Advisors’s Baxter International BAX Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-1,952
Closed -$159K – 166
2019
Q1 		$159K Sell
1,952
-287
-13% -$20.9K 0.08% 83
2018
Q4 		$147K Buy
+2,239
New +$150K 0.09% 95

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Alera Investment Advisors's BAX Position: Q2 2019 in Review

Alera Investment Advisors sold out of Baxter International (BAX) in Q2 2019, closing a stake of 1,952 shares — an estimated $159K sold.

Alera Investment Advisors first reported a position in BAX in Q4 2018 and held it in 2 quarters. The position peaked at $159K in Q1 2019. 1,066 funds tracked by Wall St. Rank hold BAX as of Q2 2019.

  • Alera Investment Advisors reported no remaining Baxter International position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,952 Baxter International shares in Q2 2019, an estimated $159K.
  • Alera Investment Advisors first reported a position in Baxter International in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Baxter International position peaked at $159K in Q1 2019.
  • 1,066 funds tracked by Wall St. Rank held Baxter International as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.