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OneAscent Wealth Management’s Baxter International BAX Stock Holding History

OneAscent Wealth Management’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
2023
Q1 		– Sell
-4,269
Closed -$219K – 179
2022
Q4 		$219K Buy
4,269
+500
+13% +$26.9K 0.1% 146
2022
Q3 		$204K Buy
+3,769
New +$227K 0.11% 140

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OneAscent Wealth Management's BAX Position: Q1 2023 in Review

OneAscent Wealth Management sold out of Baxter International (BAX) in Q1 2023, closing a stake of 4,269 shares — an estimated $219K sold.

OneAscent Wealth Management first reported a position in BAX in Q3 2022 and held it in 2 quarters. The position peaked at $219K in Q4 2022. 955 funds tracked by Wall St. Rank hold BAX as of Q1 2023.

  • OneAscent Wealth Management reported no remaining Baxter International position as of Q1 2023 after selling out during the quarter.
  • OneAscent Wealth Management sold 4,269 Baxter International shares in Q1 2023, an estimated $219K.
  • OneAscent Wealth Management first reported a position in Baxter International in Q3 2022 and held it in 2 quarters.
  • OneAscent Wealth Management's Baxter International position peaked at $219K in Q4 2022.
  • 955 funds tracked by Wall St. Rank held Baxter International as of Q1 2023.

Based on OneAscent Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.