First Personal Financial Services’s Baxter International BAX Stock Holding History

First Personal Financial Services’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
2024 Q3	$190	Buy	+5	New	+$184	﹤0.01%	472
2020 Q1	–	Sell	-24	Closed	-$2K	–	317
2019 Q4	$2K	Hold	24	–	–	﹤0.01%	354
2019 Q3	$2K	Hold	24	–	–	﹤0.01%	416
2019 Q2	$2K	Buy	+24	New	+$1.86K	﹤0.01%	656
2018 Q2	–	Sell	-1,500	Closed	-$98K	–	679
2018 Q1	$98K	Sell	1,500 -756	-34%	-$51.1K	0.02%	309
2017 Q4	$146K	Hold	2,256	–	–	0.03%	284
2017 Q3	$142K	Hold	2,256	–	–	0.03%	257
2017 Q2	$137K	Sell	2,256 -537	-19%	-$30.5K	0.03%	261
2017 Q1	$145K	Sell	2,793 -156	-5%	-$7.67K	0.03%	237
2016 Q4	$131K	Buy	2,949 +2,432	+470%	+$112K	0.03%	241
2016 Q3	$25K	Buy	517 +87	+20%	+$4.1K	0.01%	392
2016 Q2	$19K	Buy	+430	New	+$18.9K	0.01%	431
2015 Q3	–	Sell	-341	Closed	-$13K	–	472
2015 Q2	$13K	Sell	341 -151	-31%	-$5.64K	0.01%	259
2015 Q1	$19K	Hold	492	–	–	0.01%	230
2014 Q4	$19K	Buy	+492	New	+$19.2K	0.01%	214

Other funds holding BAX

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Personal Financial Services's BAX Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Baxter International (BAX) in Q3 2024: 5 shares worth $190. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in BAX as recently as Q4 2019.

First Personal Financial Services first reported a position in BAX in Q4 2014 and has held it in 15 quarters since. The position peaked at $146K in Q4 2017. 896 funds tracked by Wall St. Rank hold BAX as of Q3 2024.

First Personal Financial Services held 5 shares of Baxter International worth $190 as of Q3 2024.
Baxter International was a new First Personal Financial Services position in Q3 2024.
Baxter International made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #472 holding.
First Personal Financial Services first reported a position in Baxter International in Q4 2014 and has held it in 15 quarters since.
First Personal Financial Services's Baxter International position peaked at $146K in Q4 2017.
896 funds tracked by Wall St. Rank held Baxter International as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.