Edge Wealth Management’s Baxter International BAX Stock Holding History

Edge 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 Q1	–	Sell	-122	Closed	-$10K	–	139
2021 Q4	$10K	Buy	122 +1	+0.8%	+$80	﹤0.01%	295
2021 Q3	$10K	Buy	121 +1	+0.8%	+$79	﹤0.01%	309
2021 Q2	$10K	Hold	120	–	–	﹤0.01%	308
2021 Q1	$10K	Hold	120	–	–	﹤0.01%	299
2020 Q4	$10K	Buy	+120	New	+$9.51K	﹤0.01%	274
2019 Q1	–	Sell	-2,160	Closed	-$142K	–	561
2018 Q4	$142K	Hold	2,160	–	–	0.04%	158
2018 Q3	$167K	Hold	2,160	–	–	0.04%	157
2018 Q2	$159K	Buy	+2,160	New	+$152K	0.04%	159
2015 Q3	–	Sell	-4,912	Closed	-$187K	–	469
2015 Q2	$187K	Hold	4,912	–	–	0.06%	112
2015 Q1	$183K	Sell	4,912 -184	-4%	-$6.98K	0.06%	105
2014 Q4	$204K	Buy	5,096 +184	+4%	+$7.17K	0.07%	104
2014 Q3	$192K	Hold	4,912	–	–	0.07%	95
2014 Q2	$192K	Hold	4,912	–	–	0.08%	100
2014 Q1	$196K	Hold	4,912	–	–	0.08%	93
2013 Q4	$185K	Buy	+4,912	New	+$178K	0.09%	93

Other funds holding BAX

Wellington Management Group

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

BlackRock New York $5.7T 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

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

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

Geode Capital Management

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

State Farm Mutual Automobile Insurance

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return