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Navis Wealth Advisors’s Baxter International BAX Stock Holding History

Navis Wealth 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
2021
Q1 		– Sell
-578
Closed -$46K – 121
2020
Q4 		$46K Buy
+578
New +$45.8K 0.04% 144

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Morgan Stanley
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GIM
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State Street
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VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Navis Wealth Advisors's BAX Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Baxter International (BAX) in Q1 2021, closing a stake of 578 shares — an estimated $46K sold.

Navis Wealth Advisors first reported a position in BAX in Q4 2020 and held it in 1 quarter. The position peaked at $46K in Q4 2020. 1,094 funds tracked by Wall St. Rank hold BAX as of Q1 2021.

  • Navis Wealth Advisors reported no remaining Baxter International position as of Q1 2021 after selling out during the quarter.
  • Navis Wealth Advisors sold 578 Baxter International shares in Q1 2021, an estimated $46K.
  • Navis Wealth Advisors first reported a position in Baxter International in Q4 2020 and held it in 1 quarter.
  • Navis Wealth Advisors's Baxter International position peaked at $46K in Q4 2020.
  • 1,094 funds tracked by Wall St. Rank held Baxter International as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.