HCR Wealth Advisors’s Baxter International BAX Stock Holding History

HCR 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
2019 Q4	–	Sell	-6,000	Closed	-$525K	–	239
2019 Q3	$525K	Sell	6,000 -262	-4%	-$22.4K	0.17%	92
2019 Q2	$513K	Sell	6,262 -370	-6%	-$28.7K	0.15%	98
2019 Q1	$509K	Buy	6,632 +332	+5%	+$24.2K	0.15%	105
2018 Q4	$395K	Hold	6,300	–	–	0.13%	113
2018 Q3	$412K	Sell	6,300 -62	-1%	-$4.6K	0.13%	109
2018 Q2	$448K	Buy	+6,362	New	+$448K	0.15%	110
2017 Q4	–	Sell	-6,112	Closed	-$384K	–	173
2017 Q3	$384K	Buy	+6,112	New	+$378K	0.16%	112
2017 Q2	–	Sell	-6,412	Closed	-$317K	–	152
2017 Q1	$317K	Hold	6,412	–	–	0.16%	112
2016 Q4	$271K	Buy	+6,412	New	+$296K	0.14%	113

Other funds holding BAX

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

HCR Wealth Advisors's BAX Position: Q4 2019 in Review

HCR Wealth Advisors sold out of Baxter International (BAX) in Q4 2019, closing a stake of 6,000 shares — an estimated $525K sold.

HCR Wealth Advisors first reported a position in BAX in Q4 2016 and held it in 9 quarters. The position peaked at $525K in Q3 2019. 1,148 funds tracked by Wall St. Rank hold BAX as of Q4 2019.

HCR Wealth Advisors reported no remaining Baxter International position as of Q4 2019 after selling out during the quarter.
HCR Wealth Advisors sold 6,000 Baxter International shares in Q4 2019, an estimated $525K.
HCR Wealth Advisors first reported a position in Baxter International in Q4 2016 and held it in 9 quarters.
HCR Wealth Advisors's Baxter International position peaked at $525K in Q3 2019.
1,148 funds tracked by Wall St. Rank held Baxter International as of Q4 2019.

Based on HCR Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.