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Next Financial Group’s Baxter International BAX Stock Holding History

Next Financial 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
2021
Q4 		$43K Buy
497
+74
+17% +$5.96K ﹤0.01% 1528
2021
Q3 		$34K Buy
423
+41
+11% +$3.24K ﹤0.01% 1574
2021
Q2 		$31K Buy
382
+19
+5% +$1.59K ﹤0.01% 1584
2021
Q1 		$31K Buy
363
+14
+4% +$1.11K ﹤0.01% 1475
2020
Q4 		$28K Buy
349
+65
+23% +$5.15K ﹤0.01% 1407
2020
Q3 		$23K Buy
+284
New +$23.9K ﹤0.01% 1355
2020
Q2 		– Sell
-367
Closed -$30K – 706
2020
Q1 		$30K Sell
367
-3,341
-90% -$288K ﹤0.01% 1132
2019
Q4 		$311K Buy
3,708
+219
+6% +$18.1K 0.03% 517
2019
Q3 		$306K Sell
3,489
-287
-8% -$24.5K 0.03% 490
2019
Q2 		$310K Buy
3,776
+105
+3% +$8.15K 0.03% 508
2019
Q1 		$299K Buy
3,671
+3,270
+815% +$238K 0.08% 254
2018
Q4 		$26K Sell
401
-209
-34% -$14K 0.01% 1005
2018
Q3 		$47K Buy
+610
New +$45.3K 0.02% 562
2017
Q4 		– Sell
-1,585
Closed -$100K – 356
2017
Q3 		$100K Sell
1,585
-500
-24% -$30.9K 0.03% 482
2017
Q2 		$126K Sell
2,085
-750
-26% -$42.6K 0.03% 476
2017
Q1 		$158K Sell
2,835
-2,799
-50% -$138K 0.04% 365
2016
Q4 		$250K Buy
5,634
+100
+2% +$4.62K 0.04% 407
2016
Q3 		$263K Buy
5,534
+2,399
+77% +$113K 0.05% 385
2016
Q2 		$141K Sell
3,135
-952
-23% -$41.8K 0.04% 374
2016
Q1 		$167K Sell
4,087
-537
-12% -$20.5K 0.06% 316
2015
Q4 		$176K Sell
4,624
-186
-4% -$6.8K 0.07% 307
2015
Q3 		$158K Sell
4,810
-5,628
-54% -$213K 0.06% 329
2015
Q2 		$396K Sell
10,438
-277
-3% -$10.4K 0.14% 168
2015
Q1 		$398K Sell
10,715
-276
-3% -$10.5K 0.13% 179
2014
Q4 		$438K Sell
10,991
-2,822
-20% -$110K 0.15% 157
2014
Q3 		$538K Sell
13,813
-2,025
-13% -$82.2K 0.11% 216
2014
Q2 		$636K Buy
+15,838
New +$634K 0.33% 67

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Next Financial Group's BAX Position: Q4 2021 in Review

Next Financial Group increased its Baxter International (BAX) stake by 17% in Q4 2021, buying an estimated $5.96K and bringing the position to 497 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Next Financial Group first reported a position in BAX in Q2 2014 and has held it in 27 quarters since. The position peaked at $636K in Q2 2014. 1,159 funds tracked by Wall St. Rank hold BAX as of Q4 2021.

  • Next Financial Group held 497 shares of Baxter International worth $43K as of Q4 2021.
  • Next Financial Group bought 74 Baxter International shares in Q4 2021, an estimated $5.96K.
  • Baxter International made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1528 holding.
  • Next Financial Group first reported a position in Baxter International in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Baxter International position peaked at $636K in Q2 2014.
  • 1,159 funds tracked by Wall St. Rank held Baxter International as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.