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Avion Wealth’s Baxter International BAX Stock Holding History

Avion Wealth’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
2025
Q4 		– Sell
-78
Closed -$1K – 1235
2025
Q3 		$1K Buy
78
+9
+13% +$228 ﹤0.01% 949
2025
Q2 		$2K Buy
69
+13
+23% +$394 ﹤0.01% 778
2025
Q1 		$1K Hold
56
– – ﹤0.01% 809
2024
Q4 		$1K Sell
56
-23
-29% -$774 ﹤0.01% 806
2024
Q3 		$3K Sell
79
-12
-13% -$441 ﹤0.01% 597
2024
Q2 		$3K Buy
91
+16
+21% +$590 ﹤0.01% 542
2024
Q1 		$4K Buy
75
+25
+50% +$1.02K ﹤0.01% 489
2023
Q4 		$2K Buy
+50
New +$1.77K ﹤0.01% 532
2023
Q3 		– Sell
-13
Closed – – 813
2023
Q2 		$0 Buy
13
+4
+44% +$174 ﹤0.01% 718
2023
Q1 		$0 Buy
+9
New +$382 ﹤0.01% 537

Other funds holding BAX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return