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Buck Wealth Strategies’s Baxter International BAX Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-261
Closed -$9.85K – 95
2023
Q3 		$9.85K Hold
261
– – ﹤0.01% 199
2023
Q2 		$11.9K Hold
261
– – 0.01% 148
2023
Q1 		$10.6K Buy
+261
New +$11.1K 0.01% 106

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State Street
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T. Rowe Price Associates
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
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Geode Capital Management
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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Buck Wealth Strategies's BAX Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Baxter International (BAX) in Q4 2023, closing a stake of 261 shares — an estimated $9.85K sold.

Buck Wealth Strategies first reported a position in BAX in Q1 2023 and held it in 3 quarters. The position peaked at $11.9K in Q2 2023. 912 funds tracked by Wall St. Rank hold BAX as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Baxter International position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 261 Baxter International shares in Q4 2023, an estimated $9.85K.
  • Buck Wealth Strategies first reported a position in Baxter International in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Baxter International position peaked at $11.9K in Q2 2023.
  • 912 funds tracked by Wall St. Rank held Baxter International as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.