New England Professional Planning Group’s Baxter International BAX Stock Holding History

New England Professional Planning Group’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 Q1	–	Sell	-2,580	Closed	-$221K	–	45
2021 Q4	$221K	Hold	2,580	–	–	0.13%	40
2021 Q3	$204K	Buy	+2,580	New	+$204K	0.12%	46
2021 Q2	–	Sell	-2,580	Closed	-$225K	–	53
2021 Q1	$225K	Sell	2,580 -200	-7%	-$15.9K	0.14%	46
2020 Q4	$223K	Buy	2,780 +200	+8%	+$15.8K	0.16%	36
2020 Q3	$204K	Sell	2,580 -200	-7%	-$16.8K	0.16%	31
2020 Q2	$232K	Hold	2,780	–	–	0.18%	40
2020 Q1	$242K	Hold	2,780	–	–	0.22%	37
2019 Q4	$232K	Buy	+2,780	New	+$230K	0.18%	47
2018 Q3	$214K	Buy	+2,780	New	+$206K	0.25%	42
2018 Q2	–	Sell	-3,297	Closed	-$229K	–	41
2018 Q1	$229K	Buy	3,297 +200	+6%	+$13.5K	0.3%	32
2017 Q4	$212K	Buy	+3,097	New	+$199K	0.26%	39
2015 Q3	–	Sell	-6,388	Closed	-$243K	–	45
2015 Q2	$243K	Hold	6,388	–	–	0.32%	35
2015 Q1	$243K	Buy	6,388 +368	+6%	+$14K	0.33%	36
2014 Q4	$233K	Buy	+6,020	New	+$234K	0.34%	37

Other funds holding BAX

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

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

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

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

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 $5.56B AUM 3.46% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New England Professional Planning Group's BAX Position: Q1 2022 in Review

New England Professional Planning Group sold out of Baxter International (BAX) in Q1 2022, closing a stake of 2,580 shares — an estimated $221K sold.

New England Professional Planning Group first reported a position in BAX in Q4 2014 and held it in 14 quarters. The position peaked at $243K in Q2 2015. 1,147 funds tracked by Wall St. Rank hold BAX as of Q1 2022.

New England Professional Planning Group reported no remaining Baxter International position as of Q1 2022 after selling out during the quarter.
New England Professional Planning Group sold 2,580 Baxter International shares in Q1 2022, an estimated $221K.
New England Professional Planning Group first reported a position in Baxter International in Q4 2014 and held it in 14 quarters.
New England Professional Planning Group's Baxter International position peaked at $243K in Q2 2015.
1,147 funds tracked by Wall St. Rank held Baxter International as of Q1 2022.

Based on New England Professional Planning Group's 13F filing for Q1 2022, filed 14 Apr 2022.