HWA
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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return