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Coppell Advisory Solutions’s Baxter International BAX Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,500
Closed -$42.9K – 465
2024
Q4 		$42.9K Hold
1,500
– – 0.01% 633
2024
Q3 		$58.4K Buy
1,500
+636
+74% +$23.4K 0.01% 512
2024
Q2 		$28.9K Buy
+864
New +$31.8K ﹤0.01% 645
2023
Q4 		$577K Buy
14,931
+11,044
+284% +$391K 0.12% 150
2023
Q3 		$198K Buy
3,887
+107
+3% +$4.56K 0.07% 160
2023
Q2 		$169K Sell
3,780
-1,222
-24% -$53.2K 0.05% 206
2023
Q1 		$202K Buy
5,002
+1,115
+29% +$47.3K 0.07% 190
2022
Q4 		$198K Buy
+3,887
New +$209K 0.07% 165

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Pzena Investment Management
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State Street
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T. Rowe Price Associates
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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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return