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Intercontinental Wealth Advisors’s Baxter International BAX Stock Holding History

Intercontinental 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
2020
Q1 		– Sell
-26
Closed -$2K – 166
2019
Q4 		$2K Sell
26
-49
-65% -$4.05K ﹤0.01% 327
2019
Q3 		$7K Hold
75
– – ﹤0.01% 365
2019
Q2 		$6K Hold
75
– – ﹤0.01% 352
2019
Q1 		$6K Hold
75
– – ﹤0.01% 374
2018
Q4 		$5K Buy
+75
New +$5.04K ﹤0.01% 392

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Intercontinental Wealth Advisors's BAX Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Baxter International (BAX) in Q1 2020, closing a stake of 26 shares — an estimated $2K sold.

Intercontinental Wealth Advisors first reported a position in BAX in Q4 2018 and held it in 5 quarters. The position peaked at $7K in Q3 2019. 1,102 funds tracked by Wall St. Rank hold BAX as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Baxter International position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 26 Baxter International shares in Q1 2020, an estimated $2K.
  • Intercontinental Wealth Advisors first reported a position in Baxter International in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's Baxter International position peaked at $7K in Q3 2019.
  • 1,102 funds tracked by Wall St. Rank held Baxter International as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.