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Cassady Schiller Wealth Management’s Baxter International BAX Stock Holding History

Cassady Schiller 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
2024
Q4 		$12.3K Buy
422
+26
+7% +$875 ﹤0.01% 325
2024
Q3 		$15K Buy
396
+1
+0.3% +$37 0.01% 297
2024
Q2 		$13.2K Buy
395
+1
+0.3% +$37 0.01% 300
2024
Q1 		$16.8K Buy
394
+1
+0.3% +$41 0.01% 304
2023
Q4 		$15.2K Sell
393
-399
-50% -$14.1K 0.01% 301
2023
Q3 		$29.9K Buy
792
+1
+0.1% +$43 0.02% 236
2023
Q2 		$36K Buy
791
+1
+0.1% +$44 0.02% 224
2023
Q1 		$32.1K Hold
790
– – 0.02% 234
2022
Q4 		$40.3K Buy
+790
New +$42.4K 0.02% 214
2022
Q1 		– Sell
-792
Closed -$68K – 158
2021
Q4 		$68K Buy
+792
New +$63.8K 0.04% 172

Other funds holding BAX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return