Lake Street Private Wealth’s Baxter International BAX Stock Holding History

Lake Street Private Wealth’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
2023 Q1	–	Sell	-4,110	Closed	-$209K	–	288
2022 Q4	$209K	Sell	4,110 -87	-2%	-$4.67K	0.04%	259
2022 Q3	$226K	Sell	4,197 -245	-6%	-$14.7K	0.05%	244
2022 Q2	$285K	Hold	4,442	–	–	0.06%	233
2022 Q1	$344K	Hold	4,442	–	–	0.06%	232
2021 Q4	$381K	Buy	+4,442	New	+$358K	0.07%	227

Other funds holding BAX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Lake Street Private Wealth's BAX Position: Q1 2023 in Review

Lake Street Private Wealth sold out of Baxter International (BAX) in Q1 2023, closing a stake of 4,110 shares — an estimated $209K sold.

Lake Street Private Wealth first reported a position in BAX in Q4 2021 and held it in 5 quarters. The position peaked at $381K in Q4 2021. 955 funds tracked by Wall St. Rank hold BAX as of Q1 2023.

Lake Street Private Wealth reported no remaining Baxter International position as of Q1 2023 after selling out during the quarter.
Lake Street Private Wealth sold 4,110 Baxter International shares in Q1 2023, an estimated $209K.
Lake Street Private Wealth first reported a position in Baxter International in Q4 2021 and held it in 5 quarters.
Lake Street Private Wealth's Baxter International position peaked at $381K in Q4 2021.
955 funds tracked by Wall St. Rank held Baxter International as of Q1 2023.

Based on Lake Street Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.