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Northwest Financial Advisors’s Baxter International BAX Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-140
Closed -$5.32K – 149
2024
Q3 		$5.32K Buy
+140
New +$5.14K ﹤0.01% 438
2024
Q1 		– Sell
-140
Closed -$5.41K – 129
2023
Q4 		$5.41K Buy
+140
New +$4.95K ﹤0.01% 434

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northwest Financial Advisors's BAX Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Baxter International (BAX) in Q4 2024, closing a stake of 140 shares — an estimated $5.32K sold.

Northwest Financial Advisors first reported a position in BAX in Q4 2023 and held it in 2 quarters. The position peaked at $5.41K in Q4 2023. 823 funds tracked by Wall St. Rank hold BAX as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Baxter International position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 140 Baxter International shares in Q4 2024, an estimated $5.32K.
  • Northwest Financial Advisors first reported a position in Baxter International in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Baxter International position peaked at $5.41K in Q4 2023.
  • 823 funds tracked by Wall St. Rank held Baxter International as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.