KWA
BAX icon

Kingswood Wealth Advisors’s Baxter International BAX Stock Holding History

Kingswood 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
2024
Q4 		– Sell
-8,910
Closed -$338K – 800
2024
Q3 		$338K Buy
8,910
+1,151
+15% +$42.3K 0.02% 547
2024
Q2 		$260K Buy
7,759
+343
+5% +$12.6K 0.02% 567
2024
Q1 		$317K Sell
7,416
-764
-9% -$31.1K 0.04% 458
2023
Q4 		$316K Buy
+8,180
New +$289K 0.04% 457

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Kingswood Wealth Advisors's BAX Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Baxter International (BAX) in Q4 2024, closing a stake of 8,910 shares — an estimated $338K sold.

Kingswood Wealth Advisors first reported a position in BAX in Q4 2023 and held it in 4 quarters. The position peaked at $338K in Q3 2024. 828 funds tracked by Wall St. Rank hold BAX as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Baxter International position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 8,910 Baxter International shares in Q4 2024, an estimated $338K.
  • Kingswood Wealth Advisors first reported a position in Baxter International in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Baxter International position peaked at $338K in Q3 2024.
  • 828 funds tracked by Wall St. Rank held Baxter International as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.