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Phoenix Wealth Advisors’s Baxter International BAX Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-900
Closed -$72K – 145
2021
Q3 		$72K Buy
900
+500
+125% +$39.5K 0.05% 166
2021
Q2 		$32K Hold
400
– – 0.02% 218
2021
Q1 		$34K Sell
400
-500
-56% -$39.7K 0.03% 211
2020
Q4 		$72K Buy
+900
New +$71.3K 0.05% 165

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GIM
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Phoenix Wealth Advisors's BAX Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Baxter International (BAX) in Q4 2021, closing a stake of 900 shares — an estimated $72K sold.

Phoenix Wealth Advisors first reported a position in BAX in Q4 2020 and held it in 4 quarters. The position peaked at $72K in Q3 2021. 1,159 funds tracked by Wall St. Rank hold BAX as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Baxter International position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 900 Baxter International shares in Q4 2021, an estimated $72K.
  • Phoenix Wealth Advisors first reported a position in Baxter International in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Baxter International position peaked at $72K in Q3 2021.
  • 1,159 funds tracked by Wall St. Rank held Baxter International as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.