Selective Wealth Management’s Baxter International BAX Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-500	Closed	-$27K	–	170
2022 Q3	$27K	Sell	500 -400	-44%	-$24.1K	0.01%	381
2022 Q2	$58K	Hold	900	–	–	0.02%	295
2022 Q1	$70K	Hold	900	–	–	0.03%	248
2021 Q4	$77K	Hold	900	–	–	0.03%	221
2021 Q3	$72K	Sell	900 -500	-36%	-$39.5K	0.04%	220
2021 Q2	$113K	Buy	1,400 +500	+56%	+$41.9K	0.09%	103
2021 Q1	$76K	Hold	900	–	–	0.07%	99
2020 Q4	$72K	Buy	900 +500	+125%	+$39.6K	0.05%	92
2020 Q3	$32K	Hold	400	–	–	0.03%	123
2020 Q2	$34K	Buy	+400	New	+$34.8K	0.03%	133

Other funds holding BAX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Selective Wealth Management's BAX Position: Q4 2022 in Review

Selective Wealth Management sold out of Baxter International (BAX) in Q4 2022, closing a stake of 500 shares — an estimated $27K sold.

Selective Wealth Management first reported a position in BAX in Q2 2020 and held it in 10 quarters. The position peaked at $113K in Q2 2021. 1,010 funds tracked by Wall St. Rank hold BAX as of Q4 2022.

Selective Wealth Management reported no remaining Baxter International position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 500 Baxter International shares in Q4 2022, an estimated $27K.
Selective Wealth Management first reported a position in Baxter International in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's Baxter International position peaked at $113K in Q2 2021.
1,010 funds tracked by Wall St. Rank held Baxter International as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.