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Financial Perspectives’s Baxter International BAX Stock Holding History

Financial Perspectives’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
2023
Q4 		– Sell
-79
Closed -$2.98K – 707
2023
Q3 		$2.98K Buy
+79
New +$3.37K ﹤0.01% 560
2021
Q1 		– Sell
-49
Closed -$3.94K – 627
2020
Q4 		$3.94K Buy
+49
New +$3.88K ﹤0.01% 498

Other funds holding BAX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Financial Perspectives's BAX Position: Q4 2023 in Review

Financial Perspectives sold out of Baxter International (BAX) in Q4 2023, closing a stake of 79 shares — an estimated $2.98K sold.

Financial Perspectives first reported a position in BAX in Q4 2020 and held it in 2 quarters. The position peaked at $3.94K in Q4 2020. 912 funds tracked by Wall St. Rank hold BAX as of Q4 2023.

  • Financial Perspectives reported no remaining Baxter International position as of Q4 2023 after selling out during the quarter.
  • Financial Perspectives sold 79 Baxter International shares in Q4 2023, an estimated $2.98K.
  • Financial Perspectives first reported a position in Baxter International in Q4 2020 and held it in 2 quarters.
  • Financial Perspectives's Baxter International position peaked at $3.94K in Q4 2020.
  • 912 funds tracked by Wall St. Rank held Baxter International as of Q4 2023.

Based on Financial Perspectives's 13F filing for Q4 2023, filed 1 Feb 2024.