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Beacon Pointe Wealth Advisors’s Baxter International BAX Stock Holding History

Beacon Pointe 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
2019
Q4 		$201K Sell
2,401
-91
-4% -$7.53K 0.04% 261
2019
Q3 		$218K Buy
+2,492
New +$213K 0.05% 238

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Beacon Pointe Wealth Advisors's BAX Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Baxter International (BAX) stake by 3.7% in Q4 2019, selling an estimated $7.53K and leaving 2,401 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #261.

Beacon Pointe Wealth Advisors first reported a position in BAX in Q3 2019 and has held it in 2 quarters since. The position peaked at $218K in Q3 2019. 1,147 funds tracked by Wall St. Rank hold BAX as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 2,401 shares of Baxter International worth $201K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 91 Baxter International shares in Q4 2019, an estimated $7.53K.
  • Baxter International made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #261 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Baxter International in Q3 2019 and has held it in 2 quarters since.
  • Beacon Pointe Wealth Advisors's Baxter International position peaked at $218K in Q3 2019.
  • 1,147 funds tracked by Wall St. Rank held Baxter International as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.