OWA
BAX icon

One Wealth Advisors’s Baxter International BAX Stock Holding History

One 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
2018
Q3 		– Sell
-3,215
Closed -$237K – 568
2018
Q2 		$237K Sell
3,215
-130
-4% -$9.16K 0.19% 110
2018
Q1 		$218K Sell
3,345
-487
-13% -$32.9K 0.19% 105
2017
Q4 		$248K Buy
+3,832
New +$246K 0.2% 83

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

One Wealth Advisors's BAX Position: Q3 2018 in Review

One Wealth Advisors sold out of Baxter International (BAX) in Q3 2018, closing a stake of 3,215 shares — an estimated $237K sold.

One Wealth Advisors first reported a position in BAX in Q4 2017 and held it in 3 quarters. The position peaked at $248K in Q4 2017. 1,069 funds tracked by Wall St. Rank hold BAX as of Q3 2018.

  • One Wealth Advisors reported no remaining Baxter International position as of Q3 2018 after selling out during the quarter.
  • One Wealth Advisors sold 3,215 Baxter International shares in Q3 2018, an estimated $237K.
  • One Wealth Advisors first reported a position in Baxter International in Q4 2017 and held it in 3 quarters.
  • One Wealth Advisors's Baxter International position peaked at $248K in Q4 2017.
  • 1,069 funds tracked by Wall St. Rank held Baxter International as of Q3 2018.

Based on One Wealth Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.