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Annapolis Financial Services’s Baxter International BAX Stock Holding History

Annapolis Financial 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
-99
Closed -$5K – 447
2022
Q3 		$5K Buy
+99
New +$5.96K ﹤0.01% 388
2021
Q4 		– Sell
-125
Closed -$10K – 462
2021
Q3 		$10K Buy
+125
New +$9.88K ﹤0.01% 288

Other funds holding BAX

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
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
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
Geode Capital Management
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Annapolis Financial Services's BAX Position: Q4 2022 in Review

Annapolis Financial Services sold out of Baxter International (BAX) in Q4 2022, closing a stake of 99 shares — an estimated $5K sold.

Annapolis Financial Services first reported a position in BAX in Q3 2021 and held it in 2 quarters. The position peaked at $10K in Q3 2021. 1,010 funds tracked by Wall St. Rank hold BAX as of Q4 2022.

  • Annapolis Financial Services reported no remaining Baxter International position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 99 Baxter International shares in Q4 2022, an estimated $5K.
  • Annapolis Financial Services first reported a position in Baxter International in Q3 2021 and held it in 2 quarters.
  • Annapolis Financial Services's Baxter International position peaked at $10K in Q3 2021.
  • 1,010 funds tracked by Wall St. Rank held Baxter International as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.