Clear Perspective Advisors’s Baxter International BAX Stock Holding History

Clear Perspective 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 Q4	$261K	Sell	3,036 -176	-5%	-$14.2K	0.08%	150
2021 Q3	$258K	Hold	3,212	–	–	0.09%	142
2021 Q2	$259K	Sell	3,212 -100	-3%	-$8.39K	0.09%	141
2021 Q1	$279K	Buy	+3,312	New	+$263K	0.11%	126
2020 Q4	–	Sell	-3,212	Closed	-$254K	–	129
2020 Q3	$394	Hold	3,212	–	–	0.19%	89
2020 Q2	$277K	Sell	3,212 -45	-1%	-$3.92K	0.15%	101
2020 Q1	$264K	Buy	3,257 +45	+1%	+$3.88K	0.18%	94
2019 Q4	$269K	Sell	3,212 -900	-22%	-$74.5K	0.17%	116
2019 Q3	$360K	Sell	4,112 -75	-2%	-$6.4K	0.16%	101
2019 Q2	$343K	Sell	4,187 -28	-0.7%	-$2.17K	0.22%	99
2019 Q1	$328K	Hold	4,215	–	–	0.23%	101
2018 Q4	$277K	Sell	4,215 -50	-1%	-$3.36K	0.23%	107
2018 Q3	$329K	Hold	4,265	–	–	0.24%	109
2018 Q2	$315K	Hold	4,265	–	–	0.22%	110
2018 Q1	$277K	Hold	4,265	–	–	0.21%	109
2017 Q4	$276K	Hold	4,265	–	–	0.21%	113
2017 Q3	$268K	Sell	4,265 -558	-12%	-$34.5K	0.22%	107
2017 Q2	$292K	Buy	4,823 +558	+13%	+$31.7K	0.25%	100
2017 Q1	$221K	Hold	4,265	–	–	0.15%	115
2016 Q4	$189K	Buy	+4,265	New	+$197K	0.13%	129

Other funds holding BAX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Clear Perspective Advisors's BAX Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Baxter International (BAX) stake by 5.5% in Q4 2021, selling an estimated $14.2K and leaving 3,036 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #150.

Clear Perspective Advisors first reported a position in BAX in Q4 2016 and has held it in 20 quarters since. The position peaked at $360K in Q3 2019. 1,160 funds tracked by Wall St. Rank hold BAX as of Q4 2021.

Clear Perspective Advisors held 3,036 shares of Baxter International worth $261K as of Q4 2021.
Clear Perspective Advisors sold 176 Baxter International shares in Q4 2021, an estimated $14.2K.
Baxter International made up 0.08% of Clear Perspective Advisors's portfolio in Q4 2021, its #150 holding.
Clear Perspective Advisors first reported a position in Baxter International in Q4 2016 and has held it in 20 quarters since.
Clear Perspective Advisors's Baxter International position peaked at $360K in Q3 2019.
1,160 funds tracked by Wall St. Rank held Baxter International as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.