Buckley Wealth Management’s Baxter International BAX Stock Holding History

Buckley 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
2023 Q3	–	Sell	-5,700	Closed	-$260K	–	101
2023 Q2	$260K	Buy	+5,700	New	+$248K	0.09%	108
2021 Q4	–	Sell	-5,275	Closed	-$424K	–	128
2021 Q3	$424K	Buy	5,275 +1,130	+27%	+$89.3K	0.14%	98
2021 Q2	$334K	Sell	4,145 -121	-3%	-$10.1K	0.11%	103
2021 Q1	$360K	Buy	+4,266	New	+$339K	0.13%	98

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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Buckley Wealth Management's BAX Position: Q3 2023 in Review

Buckley Wealth Management sold out of Baxter International (BAX) in Q3 2023, closing a stake of 5,700 shares — an estimated $260K sold.

Buckley Wealth Management first reported a position in BAX in Q1 2021 and held it in 4 quarters. The position peaked at $424K in Q3 2021. 909 funds tracked by Wall St. Rank hold BAX as of Q3 2023.

Buckley Wealth Management reported no remaining Baxter International position as of Q3 2023 after selling out during the quarter.
Buckley Wealth Management sold 5,700 Baxter International shares in Q3 2023, an estimated $260K.
Buckley Wealth Management first reported a position in Baxter International in Q1 2021 and held it in 4 quarters.
Buckley Wealth Management's Baxter International position peaked at $424K in Q3 2021.
909 funds tracked by Wall St. Rank held Baxter International as of Q3 2023.

Based on Buckley Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.