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Bel Air Investment Advisors’s Baxter International BAX Stock Holding History

Bel Air Investment 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
2021
Q2 		– Sell
-91,837
Closed -$7.75M – 393
2021
Q1 		$7.75M Buy
+91,837
New +$7.29M 0.24% 67
2013
Q3 		$1.15M Buy
32,171
+10,346
+47% +$402K 0.16% 54
2013
Q2 		$821K Buy
+21,825
New +$836K 0.12% 59

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bel Air Investment Advisors's BAX Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of Baxter International (BAX) in Q2 2021, closing a stake of 91,837 shares — an estimated $7.75M sold.

Bel Air Investment Advisors first reported a position in BAX in Q2 2013 and held it in 3 quarters. The position peaked at $7.75M in Q1 2021. 1,109 funds tracked by Wall St. Rank hold BAX as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining Baxter International position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 91,837 Baxter International shares in Q2 2021, an estimated $7.75M.
  • Bel Air Investment Advisors first reported a position in Baxter International in Q2 2013 and held it in 3 quarters.
  • Bel Air Investment Advisors's Baxter International position peaked at $7.75M in Q1 2021.
  • 1,109 funds tracked by Wall St. Rank held Baxter International as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.