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Mission Wealth Management’s Baxter International BAX Stock Holding History

Mission 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
Q2 		– Sell
-3,763
Closed -$292K – 520
2022
Q1 		$292K Sell
3,763
-66
-2% -$5.53K 0.01% 426
2021
Q4 		$329K Buy
3,829
+233
+6% +$18.8K 0.01% 412
2021
Q3 		$289K Sell
3,596
-1,302
-27% -$103K 0.01% 416
2021
Q2 		$394K Buy
4,898
+56
+1% +$4.7K 0.02% 333
2021
Q1 		$408K Buy
4,842
+1,744
+56% +$138K 0.02% 303
2020
Q4 		$249K Buy
3,098
+331
+12% +$26.2K 0.02% 362
2020
Q3 		$223K Hold
2,767
– – 0.02% 326
2020
Q2 		$238K Sell
2,767
-6,204
-69% -$540K 0.02% 288
2020
Q1 		$728K Buy
8,971
+684
+8% +$59K 0.08% 115
2019
Q4 		$693K Buy
8,287
+98
+1% +$8.11K 0.07% 147
2019
Q3 		$716K Buy
8,189
+7
+0.1% +$598 0.08% 128
2019
Q2 		$670K Buy
8,182
+56
+0.7% +$4.35K 0.08% 137
2019
Q1 		$661K Buy
8,126
+2,176
+37% +$158K 0.08% 136
2018
Q4 		$392K Sell
5,950
-695
-10% -$46.7K 0.05% 174
2018
Q3 		$512K Buy
6,645
+145
+2% +$10.8K 0.07% 151
2018
Q2 		$480K Buy
6,500
+87
+1% +$6.13K 0.07% 144
2018
Q1 		$417K Sell
6,413
-270
-4% -$18.3K 0.07% 133
2017
Q4 		$432K Buy
6,683
+600
+10% +$38.5K 0.07% 117
2017
Q3 		$382K Hold
6,083
– – 0.07% 120
2017
Q2 		$368K Buy
6,083
+100
+2% +$5.68K 0.07% 118
2017
Q1 		$310K Hold
5,983
– – 0.06% 128
2016
Q4 		$265K Buy
5,983
+270
+5% +$12.5K 0.05% 139
2016
Q3 		$272K Hold
5,713
– – 0.07% 125
2016
Q2 		$258K Hold
5,713
– – 0.07% 123
2016
Q1 		$235K Hold
5,713
– – 0.06% 132
2015
Q4 		$218K Sell
5,713
-2,600
-31% -$95K 0.06% 126
2015
Q3 		$273K Sell
8,313
-3,760
-31% -$142K 0.08% 104
2015
Q2 		$449K Buy
+12,073
New +$451K 0.15% 75

Other funds holding BAX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mission Wealth Management's BAX Position: Q2 2022 in Review

Mission Wealth Management sold out of Baxter International (BAX) in Q2 2022, closing a stake of 3,763 shares — an estimated $292K sold.

Mission Wealth Management first reported a position in BAX in Q2 2015 and held it in 28 quarters. The position peaked at $728K in Q1 2020. 1,072 funds tracked by Wall St. Rank hold BAX as of Q2 2022.

  • Mission Wealth Management reported no remaining Baxter International position as of Q2 2022 after selling out during the quarter.
  • Mission Wealth Management sold 3,763 Baxter International shares in Q2 2022, an estimated $292K.
  • Mission Wealth Management first reported a position in Baxter International in Q2 2015 and held it in 28 quarters.
  • Mission Wealth Management's Baxter International position peaked at $728K in Q1 2020.
  • 1,072 funds tracked by Wall St. Rank held Baxter International as of Q2 2022.

Based on Mission Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.