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Regent Peak Wealth Advisors’s Baxter International BAX Stock Holding History

Regent Peak 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
Q1 		– Sell
-1,347
Closed -$108K – 231
2020
Q4 		$108K Buy
+1,347
New +$107K 0.04% 207

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GIM
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State Street
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VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Capital World Investors
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
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Regent Peak Wealth Advisors's BAX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Baxter International (BAX) in Q1 2021, closing a stake of 1,347 shares — an estimated $108K sold.

Regent Peak Wealth Advisors first reported a position in BAX in Q4 2020 and held it in 1 quarter. The position peaked at $108K in Q4 2020. 1,094 funds tracked by Wall St. Rank hold BAX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Baxter International position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,347 Baxter International shares in Q1 2021, an estimated $108K.
  • Regent Peak Wealth Advisors first reported a position in Baxter International in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Baxter International position peaked at $108K in Q4 2020.
  • 1,094 funds tracked by Wall St. Rank held Baxter International as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.