Doyle Wealth Management’s Baxter International BAX Stock Holding History

Doyle 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 Q2	–	Sell	-4,279	Closed	-$332K	–	211
2022 Q1	$332K	Sell	4,279 -199	-4%	-$16.7K	0.02%	191
2021 Q4	$384K	Sell	4,478 -625	-12%	-$50.3K	0.03%	163
2021 Q3	$410K	Sell	5,103 -458	-8%	-$36.2K	0.03%	153
2021 Q2	$448K	Sell	5,561 -94	-2%	-$7.88K	0.04%	149
2021 Q1	$477K	Sell	5,655 -94,639	-94%	-$7.51M	0.05%	141
2020 Q4	$8.05M	Sell	100,294 -15,375	-13%	-$1.22M	0.82%	45
2020 Q3	$9.3M	Sell	115,669 -25,325	-18%	-$2.13M	1.08%	31
2020 Q2	$12.1M	Sell	140,994 -3,678	-3%	-$320K	1.6%	26
2020 Q1	$11.7M	Buy	144,672 +1,152	+0.8%	+$99.4K	1.87%	19
2019 Q4	$12M	Buy	143,520 +4,806	+3%	+$398K	1.5%	33
2019 Q3	$12.1M	Sell	138,714 -2,832	-2%	-$242K	1.68%	27
2019 Q2	$11.6M	Sell	141,546 -1,703	-1%	-$132K	1.6%	29
2019 Q1	$10.9M	Buy	143,249 +4,000	+3%	+$291K	1.58%	28
2018 Q4	$9.16M	Buy	139,249 +135,747	+3,876%	+$9.12M	1.55%	26
2018 Q3	$270K	Buy	3,502 +2	+0.1%	+$148	0.04%	161
2018 Q2	$258K	Buy	+3,500	New	+$247K	0.04%	154

Other funds holding BAX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Doyle Wealth Management's BAX Position: Q2 2022 in Review

Doyle Wealth Management sold out of Baxter International (BAX) in Q2 2022, closing a stake of 4,279 shares — an estimated $332K sold.

Doyle Wealth Management first reported a position in BAX in Q2 2018 and held it in 16 quarters. The position peaked at $12.1M in Q2 2020. 1,073 funds tracked by Wall St. Rank hold BAX as of Q2 2022.

Doyle Wealth Management reported no remaining Baxter International position as of Q2 2022 after selling out during the quarter.
Doyle Wealth Management sold 4,279 Baxter International shares in Q2 2022, an estimated $332K.
Doyle Wealth Management first reported a position in Baxter International in Q2 2018 and held it in 16 quarters.
Doyle Wealth Management's Baxter International position peaked at $12.1M in Q2 2020.
1,073 funds tracked by Wall St. Rank held Baxter International as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.