Burt Wealth Advisors’s Baxter International BAX Stock Holding History

Burt 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
2021 Q1	–	Sell	-314	Closed	-$25K	–	117
2020 Q4	$25K	Hold	314	–	–	0.01%	226
2020 Q3	$25K	Hold	314	–	–	0.01%	224
2020 Q2	$27K	Hold	314	–	–	0.01%	213
2020 Q1	$25K	Hold	314	–	–	0.01%	209
2019 Q4	$26K	Hold	314	–	–	0.01%	216
2019 Q3	$27K	Hold	314	–	–	0.01%	210
2019 Q2	$26K	Hold	314	–	–	0.01%	212
2019 Q1	$26K	Hold	314	–	–	0.01%	215
2018 Q4	$21K	Hold	314	–	–	0.01%	229
2018 Q3	$24K	Hold	314	–	–	0.01%	236
2018 Q2	$23K	Hold	314	–	–	0.01%	236
2018 Q1	$20K	Hold	314	–	–	0.01%	252
2017 Q4	$20K	Hold	314	–	–	0.01%	239
2017 Q3	$20K	Sell	314 -303	-49%	-$18.7K	0.01%	231
2017 Q2	$37K	Buy	617 +303	+96%	+$17.2K	0.03%	211
2017 Q1	$16K	Hold	314	–	–	0.01%	233
2016 Q4	$14K	Sell	314 -107	-25%	-$4.95K	0.01%	253
2016 Q3	$20K	Hold	421	–	–	0.02%	217
2016 Q2	$19K	Buy	421 +1	+0.2%	+$44	0.02%	216
2016 Q1	$17K	Hold	420	–	–	0.02%	263
2015 Q4	$16K	Hold	420	–	–	0.01%	229
2015 Q3	$13K	Sell	420 -350	-45%	-$13.2K	0.02%	219
2015 Q2	$29K	Hold	770	–	–	0.03%	175
2015 Q1	$29K	Sell	770 -283	-27%	-$10.7K	0.03%	166
2014 Q4	$42K	Buy	+1,053	New	+$41K	0.04%	149

Other funds holding BAX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Burt Wealth Advisors's BAX Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Baxter International (BAX) in Q1 2021, closing a stake of 314 shares — an estimated $25K sold.

Burt Wealth Advisors first reported a position in BAX in Q4 2014 and held it in 25 quarters. The position peaked at $42K in Q4 2014. 1,096 funds tracked by Wall St. Rank hold BAX as of Q1 2021.

Burt Wealth Advisors reported no remaining Baxter International position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 314 Baxter International shares in Q1 2021, an estimated $25K.
Burt Wealth Advisors first reported a position in Baxter International in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Baxter International position peaked at $42K in Q4 2014.
1,096 funds tracked by Wall St. Rank held Baxter International as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.