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GGM Wealth Advisors’s Baxter International BAX Stock Holding History

GGM Wealth Advisors’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
Q2 		– Sell
-4,839
Closed -$207K – 137
2024
Q1 		$207K Sell
4,839
-4,364
-47% -$177K 0.1% 124
2023
Q4 		$357K Buy
+9,203
New +$326K 0.15% 101
2022
Q4 		– Sell
-3,692
Closed -$210K – 136
2022
Q3 		$210K Sell
3,692
-678
-16% -$40.8K 0.11% 127
2022
Q2 		$282K Buy
4,370
+1
+0% +$73 0.16% 106
2022
Q1 		$334K Buy
4,369
+1,005
+30% +$84.1K 0.17% 107
2021
Q4 		$290K Sell
3,364
-424
-11% -$34.1K 0.23% 76
2021
Q3 		$308K Hold
3,788
– – 0.24% 73
2021
Q2 		$308K Buy
3,788
+1
+0% +$84 0.26% 67
2021
Q1 		$324K Hold
3,787
– – 0.26% 65
2020
Q4 		$312K Buy
+3,787
New +$300K 0.31% 53

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GGM Wealth Advisors's BAX Position: Q2 2024 in Review

GGM Wealth Advisors sold out of Baxter International (BAX) in Q2 2024, closing a stake of 4,839 shares — an estimated $207K sold.

GGM Wealth Advisors first reported a position in BAX in Q4 2020 and held it in 10 quarters. The position peaked at $357K in Q4 2023. 879 funds tracked by Wall St. Rank hold BAX as of Q2 2024.

  • GGM Wealth Advisors reported no remaining Baxter International position as of Q2 2024 after selling out during the quarter.
  • GGM Wealth Advisors sold 4,839 Baxter International shares in Q2 2024, an estimated $207K.
  • GGM Wealth Advisors first reported a position in Baxter International in Q4 2020 and held it in 10 quarters.
  • GGM Wealth Advisors's Baxter International position peaked at $357K in Q4 2023.
  • 879 funds tracked by Wall St. Rank held Baxter International as of Q2 2024.

Based on GGM Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.