JP Morgan Private Wealth Advisors’s Baxter International BAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.44M | Buy |
+38,129
| New | +$1.62M | ﹤0.01% | 856 |
|
|
2023
Q2 | – | Sell |
-50,833
| Closed | -$2.06M | – | 1513 |
|
|
2023
Q1 | $2.06M | Sell |
50,833
-32,117
| -39% | -$1.36M | ﹤0.01% | 867 |
|
|
2022
Q4 | $4.23M | Sell |
82,950
-13,828
| -14% | -$743K | 0.01% | 617 |
|
|
2022
Q3 | $5.21M | Buy |
96,778
+17,779
| +23% | +$1.07M | 0.01% | 551 |
|
|
2022
Q2 | $5.07M | Sell |
78,999
-468
| -0.6% | -$34K | 0.01% | 562 |
|
|
2022
Q1 | $6.16M | Buy |
79,467
+11,736
| +17% | +$983K | 0.01% | 556 |
|
|
2021
Q4 | $5.81M | Buy |
67,731
+2,064
| +3% | +$166K | 0.01% | 573 |
|
|
2021
Q3 | $5.28M | Buy |
65,667
+4,803
| +8% | +$380K | 0.01% | 583 |
|
|
2021
Q2 | $4.9M | Sell |
60,864
-6,121
| -9% | -$513K | 0.01% | 600 |
|
|
2021
Q1 | $5.65M | Buy |
66,985
+8,539
| +15% | +$678K | 0.02% | 481 |
|
|
2020
Q4 | $4.69M | Buy |
58,446
+3,670
| +7% | +$291K | 0.02% | 498 |
|
|
2020
Q3 | $4.41M | Sell |
54,776
-738
| -1% | -$62.1K | 0.02% | 459 |
|
|
2020
Q2 | $4.78M | Sell |
55,514
-746
| -1% | -$65K | 0.02% | 375 |
|
|
2020
Q1 | $4.57M | Sell |
56,260
-1,963
| -3% | -$169K | 0.03% | 367 |
|
|
2019
Q4 | $4.87M | Sell |
58,223
-1,672
| -3% | -$138K | 0.02% | 428 |
|
|
2019
Q3 | $5.24M | Buy |
59,895
+1,821
| +3% | +$155K | 0.03% | 395 |
|
|
2019
Q2 | $4.76M | Sell |
58,074
-6,806
| -10% | -$528K | 0.03% | 397 |
|
|
2019
Q1 | $5.28M | Buy |
64,880
+111
| +0.2% | +$8.08K | 0.03% | 394 |
|
|
2018
Q4 | $4.26M | Sell |
64,769
-4,034
| -6% | -$271K | 0.03% | 397 |
|
|
2018
Q3 | $5.3M | Sell |
68,803
-5,402
| -7% | -$401K | 0.03% | 414 |
|
|
2018
Q2 | $5.48M | Buy |
74,205
+4,292
| +6% | +$303K | 0.03% | 381 |
|
|
2018
Q1 | $4.55M | Sell |
69,913
-995
| -1% | -$67.3K | 0.03% | 336 |
|
|
2017
Q4 | $4.58M | Buy |
70,908
+5,518
| +8% | +$354K | 0.03% | 341 |
|
|
2017
Q3 | $4.1M | Buy |
65,390
+1,859
| +3% | +$115K | 0.03% | 340 |
|
|
2017
Q2 | $3.85M | Sell |
63,531
-4,460
| -7% | -$253K | 0.03% | 345 |
|
|
2017
Q1 | $3.53M | Buy |
67,991
+6,345
| +10% | +$312K | 0.03% | 359 |
|
|
2016
Q4 | $2.73M | Sell |
61,646
-14,440
| -19% | -$668K | 0.02% | 382 |
|
|
2016
Q3 | $3.62M | Sell |
76,086
-3,631
| -5% | -$171K | 0.03% | 319 |
|
|
2016
Q2 | $3.6M | Buy |
79,717
+6,453
| +9% | +$283K | 0.04% | 324 |
|
|
2016
Q1 | $3.01M | Sell |
73,264
-11,233
| -13% | -$428K | 0.03% | 319 |
|
|
2015
Q4 | $3.22M | Buy |
84,497
+2,971
| +4% | +$109K | 0.03% | 285 |
|
|
2015
Q3 | $2.68M | Sell |
81,526
-154,636
| -65% | -$5.85M | 0.03% | 294 |
|
|
2015
Q2 | $8.97M | Sell |
236,162
-22,762
| -9% | -$851K | 0.1% | 194 |
|
|
2015
Q1 | $9.63M | Buy |
258,924
+3,850
| +2% | +$146K | 0.11% | 187 |
|
|
2014
Q4 | $10.2M | Buy |
255,074
+7,546
| +3% | +$294K | 0.12% | 183 |
|
|
2014
Q3 | $9.65M | Buy |
247,528
+23,611
| +11% | +$959K | 0.12% | 180 |
|
|
2014
Q2 | $8.79M | Buy |
223,917
+5,687
| +3% | +$228K | 0.15% | 154 |
|
|
2014
Q1 | $8.72M | Buy |
218,230
+35,500
| +19% | +$1.33M | 0.16% | 147 |
|
|
2013
Q4 | $6.9M | Buy |
182,730
+25,448
| +16% | +$923K | 0.14% | 163 |
|
|
2013
Q3 | $5.61M | Buy |
157,282
+16,110
| +11% | +$625K | 0.13% | 173 |
|
|
2013
Q2 | $5.31M | Buy |
+141,172
| New | +$5.41M | 0.13% | 164 |
|
Other funds holding BAX
JP Morgan Private Wealth Advisors's BAX Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Baxter International (BAX) in Q3 2023: 38,129 shares worth $1.44M. The stake represents ﹤0.01% of the portfolio and ranks #856 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in BAX as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in BAX in Q2 2013 and has held it in 41 quarters since. The position peaked at $10.2M in Q4 2014. 910 funds tracked by Wall St. Rank hold BAX as of Q3 2023.
- JP Morgan Private Wealth Advisors held 38,129 shares of Baxter International worth $1.44M as of Q3 2023.
- Baxter International was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Baxter International made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #856 holding.
- JP Morgan Private Wealth Advisors first reported a position in Baxter International in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Baxter International position peaked at $10.2M in Q4 2014.
- 910 funds tracked by Wall St. Rank held Baxter International as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.