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 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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Edge Wealth Management's BAX Position: Q1 2022 in Review

Edge Wealth Management sold out of Baxter International (BAX) in Q1 2022, closing a stake of 122 shares — an estimated $10K sold.

Edge Wealth Management first reported a position in BAX in Q4 2013 and held it in 15 quarters. The position peaked at $204K in Q4 2014. 1,145 funds tracked by Wall St. Rank hold BAX as of Q1 2022.

Edge Wealth Management reported no remaining Baxter International position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 122 Baxter International shares in Q1 2022, an estimated $10K.
Edge Wealth Management first reported a position in Baxter International in Q4 2013 and held it in 15 quarters.
Edge Wealth Management's Baxter International position peaked at $204K in Q4 2014.
1,145 funds tracked by Wall St. Rank held Baxter International as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.