CWM
BAX icon

Curi Wealth Management’s Baxter International BAX Stock Holding History

Curi 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
2022
Q3 		– Sell
-8
Closed -$1K – 235
2022
Q2 		$1K Hold
8
– – ﹤0.01% 546
2022
Q1 		$0 Hold
8
– – ﹤0.01% 516
2021
Q4 		$0 Buy
+8
New +$644 ﹤0.01% 487
2021
Q1 		– Sell
-8
Closed – – 134
2020
Q4 		$0 Buy
+8
New +$634 ﹤0.01% 393

Other funds holding BAX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Curi Wealth Management's BAX Position: Q3 2022 in Review

Curi Wealth Management sold out of Baxter International (BAX) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in BAX in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 1,011 funds tracked by Wall St. Rank hold BAX as of Q3 2022.

  • Curi Wealth Management reported no remaining Baxter International position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 8 Baxter International shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in Baxter International in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Baxter International position peaked at $1K in Q2 2022.
  • 1,011 funds tracked by Wall St. Rank held Baxter International as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.