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Resurgent Financial Advisors’s Baxter International BAX Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-894
Closed -$34.6K – 222
2023
Q4 		$34.6K Sell
894
-33
-4% -$1.17K 0.02% 404
2023
Q3 		$35K Sell
927
-245
-21% -$10.4K 0.02% 386
2023
Q2 		$53.4K Buy
1,172
+9
+0.8% +$392 0.04% 322
2023
Q1 		$47.2K Sell
1,163
-3,324
-74% -$141K 0.03% 338
2022
Q4 		$229K Sell
4,487
-44
-1% -$2.36K 0.12% 179
2022
Q3 		$244K Buy
4,531
+93
+2% +$5.6K 0.16% 156
2022
Q2 		$285K Buy
+4,438
New +$322K 0.18% 141

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Resurgent Financial Advisors's BAX Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Baxter International (BAX) in Q1 2024, closing a stake of 894 shares — an estimated $34.6K sold.

Resurgent Financial Advisors first reported a position in BAX in Q2 2022 and held it in 7 quarters. The position peaked at $285K in Q2 2022. 936 funds tracked by Wall St. Rank hold BAX as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Baxter International position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 894 Baxter International shares in Q1 2024, an estimated $34.6K.
  • Resurgent Financial Advisors first reported a position in Baxter International in Q2 2022 and held it in 7 quarters.
  • Resurgent Financial Advisors's Baxter International position peaked at $285K in Q2 2022.
  • 936 funds tracked by Wall St. Rank held Baxter International as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.