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Marcum Wealth’s Baxter International BAX Stock Holding History

Marcum 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
2024
Q4 		– Sell
-7,197
Closed -$273K – 410
2024
Q3 		$273K Buy
+7,197
New +$264K 0.03% 305
2024
Q2 		– Sell
-4,912
Closed -$210K – 389
2024
Q1 		$210K Buy
+4,912
New +$200K 0.02% 335
2023
Q3 		– Sell
-4,984
Closed -$227K – 379
2023
Q2 		$227K Sell
4,984
-145
-3% -$6.32K 0.03% 307
2023
Q1 		$208K Sell
5,129
-505
-9% -$21.4K 0.03% 318
2022
Q4 		$287K Buy
5,634
+320
+6% +$17.2K 0.04% 252
2022
Q3 		$286K Buy
5,314
+763
+17% +$45.9K 0.04% 245
2022
Q2 		$292K Buy
4,551
+172
+4% +$12.5K 0.04% 238
2022
Q1 		$340K Buy
4,379
+935
+27% +$78.3K 0.05% 227
2021
Q4 		$296K Sell
3,444
-58
-2% -$4.67K 0.04% 258
2021
Q3 		$282K Buy
+3,502
New +$277K 0.04% 247

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Marcum Wealth's BAX Position: Q4 2024 in Review

Marcum Wealth sold out of Baxter International (BAX) in Q4 2024, closing a stake of 7,197 shares — an estimated $273K sold.

Marcum Wealth first reported a position in BAX in Q3 2021 and held it in 10 quarters. The position peaked at $340K in Q1 2022. 824 funds tracked by Wall St. Rank hold BAX as of Q4 2024.

  • Marcum Wealth reported no remaining Baxter International position as of Q4 2024 after selling out during the quarter.
  • Marcum Wealth sold 7,197 Baxter International shares in Q4 2024, an estimated $273K.
  • Marcum Wealth first reported a position in Baxter International in Q3 2021 and held it in 10 quarters.
  • Marcum Wealth's Baxter International position peaked at $340K in Q1 2022.
  • 824 funds tracked by Wall St. Rank held Baxter International as of Q4 2024.

Based on Marcum Wealth's 13F filing for Q4 2024, filed 13 Jan 2025.