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Principle Wealth Partners’s Baxter International BAX Stock Holding History

Principle 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
2023
Q3 		– Sell
-5,125
Closed -$233K – 320
2023
Q2 		$233K Sell
5,125
-1,750
-25% -$76.2K 0.02% 296
2023
Q1 		$279K Buy
6,875
+1,670
+32% +$70.8K 0.03% 267
2022
Q4 		$265K Sell
5,205
-1,000
-16% -$53.7K 0.03% 272
2022
Q3 		$334 Hold
6,205
– – 0.03% 222
2022
Q2 		$399K Buy
6,205
+3,600
+138% +$261K 0.05% 213
2022
Q1 		$202K Hold
2,605
– – 0.02% 310
2021
Q4 		$224K Sell
2,605
-215
-8% -$17.3K 0.02% 298
2021
Q3 		$227K Sell
2,820
-96
-3% -$7.59K 0.03% 292
2021
Q2 		$235K Buy
+2,916
New +$245K 0.03% 290
2020
Q3 		– Sell
-379
Closed -$33K – 171
2020
Q2 		$33K Buy
+379
New +$33K 0.01% 317

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Principle Wealth Partners's BAX Position: Q3 2023 in Review

Principle Wealth Partners sold out of Baxter International (BAX) in Q3 2023, closing a stake of 5,125 shares — an estimated $233K sold.

Principle Wealth Partners first reported a position in BAX in Q2 2020 and held it in 10 quarters. The position peaked at $399K in Q2 2022. 909 funds tracked by Wall St. Rank hold BAX as of Q3 2023.

  • Principle Wealth Partners reported no remaining Baxter International position as of Q3 2023 after selling out during the quarter.
  • Principle Wealth Partners sold 5,125 Baxter International shares in Q3 2023, an estimated $233K.
  • Principle Wealth Partners first reported a position in Baxter International in Q2 2020 and held it in 10 quarters.
  • Principle Wealth Partners's Baxter International position peaked at $399K in Q2 2022.
  • 909 funds tracked by Wall St. Rank held Baxter International as of Q3 2023.

Based on Principle Wealth Partners's 13F filing for Q3 2023, filed 1 Nov 2023.