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Regal Investment Advisors’s Baxter International BAX Stock Holding History

Regal Investment 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
2022
Q2 		– Sell
-2,859
Closed -$222K – 504
2022
Q1 		$222K Sell
2,859
-1,114
-28% -$93.3K 0.02% 481
2021
Q4 		$341K Buy
3,973
+11
+0.3% +$885 0.03% 399
2021
Q3 		$319K Buy
3,962
+12
+0.3% +$948 0.03% 406
2021
Q2 		$318K Buy
+3,950
New +$331K 0.03% 405
2021
Q1 		– Sell
-3,982
Closed -$320K – 56
2020
Q4 		$320K Buy
+3,982
New +$315K 0.04% 348
2020
Q1 		– Sell
-3,365
Closed -$281K – 50
2019
Q4 		$281K Buy
3,365
+34
+1% +$2.81K 0.05% 269
2019
Q3 		$291K Buy
3,331
+9
+0.3% +$768 0.06% 252
2019
Q2 		$272K Sell
3,322
-92
-3% -$7.14K 0.05% 261
2019
Q1 		$278K Buy
3,414
+109
+3% +$7.93K 0.06% 251
2018
Q4 		$218K Buy
+3,305
New +$222K 0.05% 291
2015
Q4 		– Sell
-832
Closed -$27K – 317
2015
Q3 		$27K Sell
832
-77,488
-99% -$2.93M 0.01% 509
2015
Q2 		$2.97M Buy
78,320
+6,433
+9% +$240K 0.8% 38
2015
Q1 		$2.67M Buy
71,887
+7,308
+11% +$277K 0.66% 53
2014
Q4 		$2.57M Buy
64,579
+124
+0.2% +$4.83K 0.69% 48
2014
Q3 		$2.51M Buy
64,455
+3,221
+5% +$131K 0.76% 39
2014
Q2 		$2.4M Buy
61,234
+56,790
+1,278% +$2.27M 0.86% 27
2014
Q1 		$178K Buy
4,444
+1,386
+45% +$51.8K 0.08% 194
2013
Q4 		$116K Buy
+3,058
New +$111K 0.07% 194
2013
Q3 		– Sell
-61
Closed -$2K – 876
2013
Q2 		$2K Buy
+61
New +$2.34K ﹤0.01% 785

Other funds holding BAX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Regal Investment Advisors's BAX Position: Q2 2022 in Review

Regal Investment Advisors sold out of Baxter International (BAX) in Q2 2022, closing a stake of 2,859 shares — an estimated $222K sold.

Regal Investment Advisors first reported a position in BAX in Q2 2013 and held it in 19 quarters. The position peaked at $2.97M in Q2 2015. 1,073 funds tracked by Wall St. Rank hold BAX as of Q2 2022.

  • Regal Investment Advisors reported no remaining Baxter International position as of Q2 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 2,859 Baxter International shares in Q2 2022, an estimated $222K.
  • Regal Investment Advisors first reported a position in Baxter International in Q2 2013 and held it in 19 quarters.
  • Regal Investment Advisors's Baxter International position peaked at $2.97M in Q2 2015.
  • 1,073 funds tracked by Wall St. Rank held Baxter International as of Q2 2022.

Based on Regal Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.