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Partnership Wealth Management’s Baxter International BAX Stock Holding History

Partnership 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
2024
Q4 		– Sell
-589
Closed -$22.4K – 81
2024
Q3 		$22.4K Hold
589
– – 0.02% 141
2024
Q2 		$19.7K Hold
589
– – 0.01% 171
2024
Q1 		$25.2K Hold
589
– – 0.02% 169
2023
Q4 		$22.8K Buy
+589
New +$20.8K 0.02% 169

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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Partnership Wealth Management's BAX Position: Q4 2024 in Review

Partnership Wealth Management sold out of Baxter International (BAX) in Q4 2024, closing a stake of 589 shares — an estimated $22.4K sold.

Partnership Wealth Management first reported a position in BAX in Q4 2023 and held it in 4 quarters. The position peaked at $25.2K in Q1 2024. 828 funds tracked by Wall St. Rank hold BAX as of Q4 2024.

  • Partnership Wealth Management reported no remaining Baxter International position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 589 Baxter International shares in Q4 2024, an estimated $22.4K.
  • Partnership Wealth Management first reported a position in Baxter International in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Baxter International position peaked at $25.2K in Q1 2024.
  • 828 funds tracked by Wall St. Rank held Baxter International as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.