BDO Wealth Advisors’s Baxter International BAX Stock Holding History

BDO Wealth 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
2023 Q2	$109K	Sell	2,400 -60	-2%	-$2.61K	0.01%	331
2023 Q1	$99.8K	Hold	2,460	–	–	0.01%	327
2022 Q4	$125K	Hold	2,460	–	–	0.02%	305
2022 Q3	$132K	Hold	2,460	–	–	0.02%	298
2022 Q2	$158K	Hold	2,460	–	–	0.02%	275
2022 Q1	$191K	Hold	2,460	–	–	0.02%	273
2021 Q4	$211K	Hold	2,460	–	–	0.02%	274
2021 Q3	$198K	Hold	2,460	–	–	0.02%	280
2021 Q2	$198K	Hold	2,460	–	–	0.02%	292
2021 Q1	$207K	Buy	2,460 +2,400	+4,000%	+$191K	0.02%	283
2020 Q4	$5K	Hold	60	–	–	﹤0.01%	628
2020 Q3	$5K	Sell	60 -50	-45%	-$4.21K	﹤0.01%	549
2020 Q2	$9K	Sell	110 -400	-78%	-$34.8K	﹤0.01%	510
2020 Q1	$41K	Buy	+510	New	+$44K	0.01%	356
2018 Q4	–	Sell	-436	Closed	-$34K	–	550
2018 Q3	$34K	Sell	436 -30	-6%	-$2.23K	0.01%	334
2018 Q2	$34K	Buy	466 +436	+1,453%	+$30.7K	0.01%	332
2018 Q1	$2K	Buy	+30	New	+$2.03K	﹤0.01%	505
2017 Q3	–	Sell	-29	Closed	-$2K	–	444
2017 Q2	$2K	Buy	+29	New	+$1.65K	﹤0.01%	489

Other funds holding BAX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BDO Wealth Advisors's BAX Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Baxter International (BAX) stake by 2.4% in Q2 2023, selling an estimated $2.61K and leaving 2,400 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #331.

BDO Wealth Advisors first reported a position in BAX in Q2 2017 and has held it in 18 quarters since. The position peaked at $211K in Q4 2021. 981 funds tracked by Wall St. Rank hold BAX as of Q2 2023.

BDO Wealth Advisors held 2,400 shares of Baxter International worth $109K as of Q2 2023.
BDO Wealth Advisors sold 60 Baxter International shares in Q2 2023, an estimated $2.61K.
Baxter International made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #331 holding.
BDO Wealth Advisors first reported a position in Baxter International in Q2 2017 and has held it in 18 quarters since.
BDO Wealth Advisors's Baxter International position peaked at $211K in Q4 2021.
981 funds tracked by Wall St. Rank held Baxter International as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.