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Lake Point Wealth Management’s Baxter International BAX Stock Holding History

Lake Point Wealth Management’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
-125
Closed -$10K – 391
2019
Q4 		$10K Buy
+125
New +$10.3K ﹤0.01% 266
2019
Q2 		$10K Hold
125
– – ﹤0.01% 320
2019
Q1 		$10K Sell
125
-71
-36% -$5.17K ﹤0.01% 320
2018
Q4 		$13K Buy
+196
New +$13.2K ﹤0.01% 416

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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

Lake Point Wealth Management's BAX Position: Q1 2020 in Review

Lake Point Wealth Management sold out of Baxter International (BAX) in Q1 2020, closing a stake of 125 shares — an estimated $10K sold.

Lake Point Wealth Management first reported a position in BAX in Q4 2018 and held it in 4 quarters. The position peaked at $13K in Q4 2018. 1,102 funds tracked by Wall St. Rank hold BAX as of Q1 2020.

  • Lake Point Wealth Management reported no remaining Baxter International position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 125 Baxter International shares in Q1 2020, an estimated $10K.
  • Lake Point Wealth Management first reported a position in Baxter International in Q4 2018 and held it in 4 quarters.
  • Lake Point Wealth Management's Baxter International position peaked at $13K in Q4 2018.
  • 1,102 funds tracked by Wall St. Rank held Baxter International as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.