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Lenox Wealth Advisors’s Baxter International BAX Stock Holding History

Lenox 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
2022
Q1 		$8K Sell
100
-16
-14% -$1.34K ﹤0.01% 511
2021
Q4 		$10K Buy
116
+16
+16% +$1.29K ﹤0.01% 506
2021
Q3 		$8K Hold
100
– – ﹤0.01% 494
2021
Q2 		$8K Buy
+100
New +$8.39K ﹤0.01% 497
2015
Q4 		– Sell
-44
Closed -$1K – 501
2015
Q3 		$1K Buy
+44
New +$1.67K ﹤0.01% 376

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Advisors's BAX Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Baxter International (BAX) stake by 14% in Q1 2022, selling an estimated $1.34K and leaving 100 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Lenox Wealth Advisors first reported a position in BAX in Q3 2015 and has held it in 5 quarters since. The position peaked at $10K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold BAX as of Q1 2022.

  • Lenox Wealth Advisors held 100 shares of Baxter International worth $8K as of Q1 2022.
  • Lenox Wealth Advisors sold 16 Baxter International shares in Q1 2022, an estimated $1.34K.
  • Baxter International made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #511 holding.
  • Lenox Wealth Advisors first reported a position in Baxter International in Q3 2015 and has held it in 5 quarters since.
  • Lenox Wealth Advisors's Baxter International position peaked at $10K in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held Baxter International as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.