MPS Loria Financial Planners’s Baxter International BAX Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-835	Closed	-$70K	–	142
2021 Q1	$70K	Sell	835 -1	-0.1%	-$79	0.03%	138
2020 Q4	$67K	Buy	836 +338	+68%	+$26.8K	0.03%	144
2020 Q3	$40K	Hold	498	–	–	0.02%	156
2020 Q2	$43K	Buy	+498	New	+$43.4K	0.02%	153
2017 Q3	–	Sell	-551	Closed	-$33K	–	103
2017 Q2	$33K	Buy	+551	New	+$31.3K	0.02%	189

Other funds holding BAX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's BAX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Baxter International (BAX) in Q2 2021, closing a stake of 835 shares — an estimated $70K sold.

MPS Loria Financial Planners first reported a position in BAX in Q2 2017 and held it in 5 quarters. The position peaked at $70K in Q1 2021. 1,109 funds tracked by Wall St. Rank hold BAX as of Q2 2021.

MPS Loria Financial Planners reported no remaining Baxter International position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 835 Baxter International shares in Q2 2021, an estimated $70K.
MPS Loria Financial Planners first reported a position in Baxter International in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Baxter International position peaked at $70K in Q1 2021.
1,109 funds tracked by Wall St. Rank held Baxter International as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.