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Polaris Wealth Advisory Group’s Baxter International BAX Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-100
Closed -$8K – 167
2018
Q3 		$8K Buy
+100
New +$7.42K ﹤0.01% 416
2018
Q2 		– Sell
-100
Closed -$7K – 262
2018
Q1 		$7K Buy
+100
New +$6.76K ﹤0.01% 379
2016
Q1 		– Sell
-6,298
Closed -$240K – 111
2015
Q4 		$240K Buy
+6,298
New +$230K 0.04% 130

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State Street
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Morgan Stanley
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Polaris Wealth Advisory Group's BAX Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Baxter International (BAX) in Q4 2018, closing a stake of 100 shares — an estimated $8K sold.

Polaris Wealth Advisory Group first reported a position in BAX in Q4 2015 and held it in 3 quarters. The position peaked at $240K in Q4 2015. 1,052 funds tracked by Wall St. Rank hold BAX as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Baxter International position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 100 Baxter International shares in Q4 2018, an estimated $8K.
  • Polaris Wealth Advisory Group first reported a position in Baxter International in Q4 2015 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Baxter International position peaked at $240K in Q4 2015.
  • 1,052 funds tracked by Wall St. Rank held Baxter International as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.