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Heritage Wealth Management (Arizona)’s Baxter International BAX Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$13.3K Buy
260
+130
+100% +$6.98K ﹤0.01% 735
2022
Q3 		$7K Hold
130
– – ﹤0.01% 701
2022
Q2 		$8.35K Hold
130
– – ﹤0.01% 692
2022
Q1 		$10K Buy
+130
New +$10.9K ﹤0.01% 700
2021
Q3 		$10K Hold
130
– – ﹤0.01% 647
2021
Q2 		$10K Sell
130
-210
-62% -$17.6K ﹤0.01% 651
2021
Q1 		$29K Buy
+340
New +$27K 0.02% 445

Other funds holding BAX

BlackRock
BlackRock New York $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BAX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Baxter International (BAX) stake by 100% in Q4 2022, buying an estimated $6.98K and bringing the position to 260 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Heritage Wealth Management (Arizona) first reported a position in BAX in Q1 2021 and has held it in 7 quarters since. The position peaked at $29K in Q1 2021. 1,010 funds tracked by Wall St. Rank hold BAX as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 260 shares of Baxter International worth $13.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 130 Baxter International shares in Q4 2022, an estimated $6.98K.
  • Baxter International made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #735 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Baxter International in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Baxter International position peaked at $29K in Q1 2021.
  • 1,010 funds tracked by Wall St. Rank held Baxter International as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.