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Baker Tilly Wealth Management’s Baxter International BAX Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-14,258
Closed -$609K – 292
2024
Q1 		$609K Buy
14,258
+240
+2% +$9.76K 0.11% 209
2023
Q4 		$542K Sell
14,018
-1,007
-7% -$35.6K 0.09% 261
2023
Q3 		$567K Buy
15,025
+2,604
+21% +$111K 0.09% 230
2023
Q2 		$566K Buy
12,421
+3,505
+39% +$153K 0.06% 305
2023
Q1 		$362K Buy
8,916
+1,378
+18% +$58.4K 0.04% 411
2022
Q4 		$384K Sell
7,538
-51
-0.7% -$2.74K 0.05% 391
2022
Q3 		$409K Sell
7,589
-111
-1% -$6.68K 0.06% 338
2022
Q2 		$495K Sell
7,700
-95
-1% -$6.89K 0.06% 307
2022
Q1 		$604K Sell
7,795
-57
-0.7% -$4.77K 0.07% 295
2021
Q4 		$674K Buy
7,852
+2,153
+38% +$173K 0.07% 292
2021
Q3 		$458K Buy
5,699
+1,381
+32% +$109K 0.06% 337
2021
Q2 		$348K Buy
4,318
+1,267
+42% +$106K 0.06% 365
2021
Q1 		$257K Buy
3,051
+474
+18% +$37.6K 0.05% 394
2020
Q4 		$207K Buy
+2,577
New +$204K 0.06% 319

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baker Tilly Wealth Management's BAX Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Baxter International (BAX) in Q2 2024, closing a stake of 14,258 shares — an estimated $609K sold.

Baker Tilly Wealth Management first reported a position in BAX in Q4 2020 and held it in 14 quarters. The position peaked at $674K in Q4 2021. 879 funds tracked by Wall St. Rank hold BAX as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Baxter International position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 14,258 Baxter International shares in Q2 2024, an estimated $609K.
  • Baker Tilly Wealth Management first reported a position in Baxter International in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Baxter International position peaked at $674K in Q4 2021.
  • 879 funds tracked by Wall St. Rank held Baxter International as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.