Liberty Wealth Management’s Baxter International BAX Stock Holding History

Liberty 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
2021 Q4	–	Sell	-190	Closed	-$15K	–	251
2021 Q3	$15K	Hold	190	–	–	0.01%	710
2021 Q2	$15K	Hold	190	–	–	0.01%	561
2021 Q1	$14K	Hold	190	–	–	0.01%	521
2020 Q4	$14K	Hold	190	–	–	0.01%	518
2020 Q3	$15K	Hold	190	–	–	0.01%	444
2020 Q2	$16K	Hold	190	–	–	0.01%	412
2020 Q1	$15K	Sell	190 -432	-69%	-$37.3K	0.01%	397
2019 Q4	$52K	Sell	622 -2	-0.3%	-$165	0.04%	238
2019 Q3	$55K	Buy	624 +100	+19%	+$8.54K	0.05%	210
2019 Q2	$43K	Sell	524 -18	-3%	-$1.4K	0.04%	270
2019 Q1	$44K	Sell	542 -29	-5%	-$2.11K	0.03%	213
2018 Q4	$37K	Buy	+571	New	+$38.4K	0.03%	218

Other funds holding BAX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Liberty Wealth Management's BAX Position: Q4 2021 in Review

Liberty Wealth Management sold out of Baxter International (BAX) in Q4 2021, closing a stake of 190 shares — an estimated $15K sold.

Liberty Wealth Management first reported a position in BAX in Q4 2018 and held it in 12 quarters. The position peaked at $55K in Q3 2019. 1,159 funds tracked by Wall St. Rank hold BAX as of Q4 2021.

Liberty Wealth Management reported no remaining Baxter International position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 190 Baxter International shares in Q4 2021, an estimated $15K.
Liberty Wealth Management first reported a position in Baxter International in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Baxter International position peaked at $55K in Q3 2019.
1,159 funds tracked by Wall St. Rank held Baxter International as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.