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Laurel Wealth Advisors (California)’s Baxter International BAX Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$428K Buy
8,391
+959
+13% +$51.5K 0.04% 395
2022
Q3 		$401K Buy
7,432
+1,778
+31% +$107K 0.04% 395
2022
Q2 		$363K Buy
5,654
+15
+0.3% +$1.09K 0.04% 441
2022
Q1 		$437K Buy
5,639
+1
+0% +$84 0.04% 449
2021
Q4 		$484K Buy
+5,638
New +$454K 0.04% 458

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BAX Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Baxter International (BAX) stake by 13% in Q4 2022, buying an estimated $51.5K and bringing the position to 8,391 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #395.

Laurel Wealth Advisors (California) first reported a position in BAX in Q4 2021 and has held it in 5 quarters since. The position peaked at $484K in Q4 2021. 1,010 funds tracked by Wall St. Rank hold BAX as of Q4 2022.

  • Laurel Wealth Advisors (California) held 8,391 shares of Baxter International worth $428K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 959 Baxter International shares in Q4 2022, an estimated $51.5K.
  • Baxter International made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #395 holding.
  • Laurel Wealth Advisors (California) first reported a position in Baxter International in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Baxter International position peaked at $484K in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Baxter International as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.