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Milestone Investment Advisors’s Baxter International BAX Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-1,326
Closed -$50K – 159
2023
Q3 		$50K Buy
+1,326
New +$56.5K 0.01% 199
2023
Q2 		– Sell
-1,485
Closed -$60.2K – 154
2023
Q1 		$60.2K Buy
+1,485
New +$63K 0.02% 189

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Milestone Investment Advisors's BAX Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Baxter International (BAX) in Q4 2023, closing a stake of 1,326 shares — an estimated $50K sold.

Milestone Investment Advisors first reported a position in BAX in Q1 2023 and held it in 2 quarters. The position peaked at $60.2K in Q1 2023. 912 funds tracked by Wall St. Rank hold BAX as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Baxter International position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,326 Baxter International shares in Q4 2023, an estimated $50K.
  • Milestone Investment Advisors first reported a position in Baxter International in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Baxter International position peaked at $60.2K in Q1 2023.
  • 912 funds tracked by Wall St. Rank held Baxter International as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.