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Altium Wealth Management’s Baxter International BAX Stock Holding History

Altium Wealth Management’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
Q1 		– Sell
-2,545
Closed -$218K – 381
2021
Q4 		$218K Sell
2,545
-16
-0.6% -$1.29K 0.01% 355
2021
Q3 		$206K Sell
2,561
-79
-3% -$6.24K 0.01% 357
2021
Q2 		$213K Sell
2,640
-486
-16% -$40.8K 0.02% 356
2021
Q1 		$264K Sell
3,126
-453
-13% -$36K 0.02% 318
2020
Q4 		$287K Sell
3,579
-68
-2% -$5.39K 0.03% 290
2020
Q3 		$293K Buy
3,647
+119
+3% +$10K 0.03% 268
2020
Q2 		$304K Buy
3,528
+208
+6% +$18.1K 0.03% 267
2020
Q1 		$270K Buy
3,320
+518
+18% +$44.7K 0.04% 234
2019
Q4 		$234K Buy
2,802
+31
+1% +$2.56K 0.03% 249
2019
Q3 		$242K Buy
2,771
+19
+0.7% +$1.62K 0.03% 240
2019
Q2 		$225K Sell
2,752
-108
-4% -$8.38K 0.03% 246
2019
Q1 		$233K Buy
+2,860
New +$208K 0.04% 240
2018
Q4 		– Sell
-3,518
Closed -$271K – 276
2018
Q3 		$271K Sell
3,518
-101
-3% -$7.49K 0.05% 229
2018
Q2 		$267K Buy
+3,619
New +$255K 0.07% 200

Other funds holding BAX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Altium Wealth Management's BAX Position: Q1 2022 in Review

Altium Wealth Management sold out of Baxter International (BAX) in Q1 2022, closing a stake of 2,545 shares — an estimated $218K sold.

Altium Wealth Management first reported a position in BAX in Q2 2018 and held it in 14 quarters. The position peaked at $304K in Q2 2020. 1,146 funds tracked by Wall St. Rank hold BAX as of Q1 2022.

  • Altium Wealth Management reported no remaining Baxter International position as of Q1 2022 after selling out during the quarter.
  • Altium Wealth Management sold 2,545 Baxter International shares in Q1 2022, an estimated $218K.
  • Altium Wealth Management first reported a position in Baxter International in Q2 2018 and held it in 14 quarters.
  • Altium Wealth Management's Baxter International position peaked at $304K in Q2 2020.
  • 1,146 funds tracked by Wall St. Rank held Baxter International as of Q1 2022.

Based on Altium Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.