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Meridian Wealth Management’s Baxter International BAX Stock Holding History

Meridian 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
2024
Q2 		– Sell
-5,266
Closed -$266K – 314
2024
Q1 		$266K Buy
5,266
+296
+6% +$12K 0.04% 175
2023
Q4 		$239K Sell
4,970
-6,108
-55% -$216K 0.02% 537
2023
Q3 		$515K Buy
11,078
+4,421
+66% +$188K 0.03% 360
2023
Q2 		$341K Sell
6,657
-100
-1% -$4.36K 0.03% 404
2023
Q1 		$318K Hold
6,757
– – 0.03% 415
2022
Q4 		$374K Sell
6,757
-840
-11% -$45.1K 0.04% 364
2022
Q3 		$435K Hold
7,597
– – 0.05% 301
2022
Q2 		$501K Buy
7,597
+1,388
+22% +$101K 0.04% 351
2022
Q1 		$481K Sell
6,209
-402
-6% -$33.7K 0.05% 247
2021
Q4 		$567K Buy
6,611
+1,084
+20% +$87.3K 0.06% 227
2021
Q3 		$445K Hold
5,527
– – 0.05% 245
2021
Q2 		$445K Buy
5,527
+6
+0.1% +$503 0.06% 245
2021
Q1 		$466K Buy
5,521
+6
+0.1% +$476 0.07% 219
2020
Q4 		$442K Buy
+5,515
New +$437K 0.07% 204

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Meridian Wealth Management's BAX Position: Q2 2024 in Review

Meridian Wealth Management sold out of Baxter International (BAX) in Q2 2024, closing a stake of 5,266 shares — an estimated $266K sold.

Meridian Wealth Management first reported a position in BAX in Q4 2020 and held it in 14 quarters. The position peaked at $567K in Q4 2021. 879 funds tracked by Wall St. Rank hold BAX as of Q2 2024.

  • Meridian Wealth Management reported no remaining Baxter International position as of Q2 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 5,266 Baxter International shares in Q2 2024, an estimated $266K.
  • Meridian Wealth Management first reported a position in Baxter International in Q4 2020 and held it in 14 quarters.
  • Meridian Wealth Management's Baxter International position peaked at $567K in Q4 2021.
  • 879 funds tracked by Wall St. Rank held Baxter International as of Q2 2024.

Based on Meridian Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.