Executive Wealth Management’s Baxter International BAX Stock Holding History

Executive 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	-2,755	Closed	-$236K	–	192
2021 Q4	$236K	Sell	2,755 -59	-2%	-$4.75K	0.02%	177
2021 Q3	$226K	Hold	2,814	–	–	0.02%	168
2021 Q2	$226K	Hold	2,814	–	–	0.02%	177
2021 Q1	$237K	Sell	2,814 -360	-11%	-$28.6K	0.03%	170
2020 Q4	$254K	Hold	3,174	–	–	0.03%	154
2020 Q3	$255K	Hold	3,174	–	–	0.04%	134
2020 Q2	$273K	Hold	3,174	–	–	0.04%	117
2020 Q1	$257K	Hold	3,174	–	–	0.05%	109
2019 Q4	$265K	Buy	+3,174	New	+$263K	0.04%	129
2019 Q3	–	Sell	-3,975	Closed	-$326K	–	189
2019 Q2	$326K	Buy	3,975 +107	+3%	+$8.31K	0.05%	135
2019 Q1	$314K	Sell	3,868 -64	-2%	-$4.66K	0.06%	123
2018 Q4	$259K	Buy	+3,932	New	+$264K	0.05%	131

Other funds holding BAX

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

BlackRock New York $5.72T 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

GIM

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

VAM

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Executive Wealth Management sold out of Baxter International (BAX) in Q1 2022, closing a stake of 2,755 shares — an estimated $236K sold.

Executive Wealth Management first reported a position in BAX in Q4 2018 and held it in 12 quarters. The position peaked at $326K in Q2 2019. 1,146 funds tracked by Wall St. Rank hold BAX as of Q1 2022.

Executive Wealth Management reported no remaining Baxter International position as of Q1 2022 after selling out during the quarter.
Executive Wealth Management sold 2,755 Baxter International shares in Q1 2022, an estimated $236K.
Executive Wealth Management first reported a position in Baxter International in Q4 2018 and held it in 12 quarters.
Executive Wealth Management's Baxter International position peaked at $326K in Q2 2019.
1,146 funds tracked by Wall St. Rank held Baxter International as of Q1 2022.

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