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Personal Wealth Partners’s Baxter International BAX Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-383
Closed -$31K – 107
2021
Q2 		$31K Buy
+383
New +$32.1K 0.01% 180
2020
Q1 		– Sell
-383
Closed -$32K – 113
2019
Q4 		$32K Hold
383
– – 0.01% 169
2019
Q3 		$34K Buy
383
+30
+8% +$2.56K 0.02% 165
2019
Q2 		$29K Buy
+353
New +$27.4K 0.01% 156

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Morgan Stanley
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State Street
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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
Caisse de Depot et Placement du Quebec (CDPQ)
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State Farm Mutual Automobile Insurance
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Personal Wealth Partners's BAX Position: Q3 2021 in Review

Personal Wealth Partners sold out of Baxter International (BAX) in Q3 2021, closing a stake of 383 shares — an estimated $31K sold.

Personal Wealth Partners first reported a position in BAX in Q2 2019 and held it in 4 quarters. The position peaked at $34K in Q3 2019. 1,089 funds tracked by Wall St. Rank hold BAX as of Q3 2021.

  • Personal Wealth Partners reported no remaining Baxter International position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 383 Baxter International shares in Q3 2021, an estimated $31K.
  • Personal Wealth Partners first reported a position in Baxter International in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Baxter International position peaked at $34K in Q3 2019.
  • 1,089 funds tracked by Wall St. Rank held Baxter International as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.