CWM
BAX icon

Cedar Wealth Management’s Baxter International BAX Stock Holding History

Cedar 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
Q4 		– Sell
-6,907
Closed -$261K – 283
2023
Q3 		$261K Hold
6,907
– – 0.1% 90
2023
Q2 		$315K Sell
6,907
-7,196
-51% -$313K 0.12% 80
2023
Q1 		$572K Hold
14,103
– – 0.23% 57
2022
Q4 		$719K Buy
14,103
+60
+0.4% +$3.22K 0.35% 41
2022
Q3 		$756K Buy
14,043
+9,362
+200% +$563K 0.38% 45
2022
Q2 		$301K Hold
4,681
– – 0.14% 88
2022
Q1 		$363K Buy
+4,681
New +$392K 0.15% 88

Other funds holding BAX

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Cedar Wealth Management's BAX Position: Q4 2023 in Review

Cedar Wealth Management sold out of Baxter International (BAX) in Q4 2023, closing a stake of 6,907 shares — an estimated $261K sold.

Cedar Wealth Management first reported a position in BAX in Q1 2022 and held it in 7 quarters. The position peaked at $756K in Q3 2022. 912 funds tracked by Wall St. Rank hold BAX as of Q4 2023.

  • Cedar Wealth Management reported no remaining Baxter International position as of Q4 2023 after selling out during the quarter.
  • Cedar Wealth Management sold 6,907 Baxter International shares in Q4 2023, an estimated $261K.
  • Cedar Wealth Management first reported a position in Baxter International in Q1 2022 and held it in 7 quarters.
  • Cedar Wealth Management's Baxter International position peaked at $756K in Q3 2022.
  • 912 funds tracked by Wall St. Rank held Baxter International as of Q4 2023.

Based on Cedar Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.