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Marks Group Wealth Management’s Baxter International BAX Stock Holding History

Marks Group 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
2022
Q4 		– Sell
-85,083
Closed -$4.58M – 278
2022
Q3 		$4.58M Buy
85,083
+2,998
+4% +$180K 0.7% 64
2022
Q2 		$5.27M Buy
82,085
+7,043
+9% +$511K 0.76% 63
2022
Q1 		$5.82M Buy
75,042
+5,623
+8% +$471K 0.73% 57
2021
Q4 		$5.96M Buy
69,419
+3,667
+6% +$295K 0.73% 55
2021
Q3 		$5.3M Buy
65,752
+723
+1% +$57.1K 0.72% 60
2021
Q2 		$5.24M Buy
65,029
+4,644
+8% +$389K 0.72% 68
2021
Q1 		$5.09M Buy
60,385
+5,828
+11% +$463K 0.76% 59
2020
Q4 		$4.38M Buy
54,557
+761
+1% +$60.3K 0.68% 65
2020
Q3 		$4.33M Buy
53,796
+5,759
+12% +$484K 0.78% 57
2020
Q2 		$4.13M Buy
48,037
+3,042
+7% +$265K 0.84% 52
2020
Q1 		$3.64M Sell
44,995
-8,398
-16% -$725K 0.94% 48
2019
Q4 		$4.46M Buy
+53,393
New +$4.42M 0.88% 47

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
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

Marks Group Wealth Management's BAX Position: Q4 2022 in Review

Marks Group Wealth Management sold out of Baxter International (BAX) in Q4 2022, closing a stake of 85,083 shares — an estimated $4.58M sold.

Marks Group Wealth Management first reported a position in BAX in Q4 2019 and held it in 12 quarters. The position peaked at $5.96M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold BAX as of Q4 2022.

  • Marks Group Wealth Management reported no remaining Baxter International position as of Q4 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 85,083 Baxter International shares in Q4 2022, an estimated $4.58M.
  • Marks Group Wealth Management first reported a position in Baxter International in Q4 2019 and held it in 12 quarters.
  • Marks Group Wealth Management's Baxter International position peaked at $5.96M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Baxter International as of Q4 2022.

Based on Marks Group Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.