SBIA
BAX icon

Sheaff Brock Investment Advisors’s Baxter International BAX Stock Holding History

Sheaff Brock 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
2024
Q2 		– Sell
-6,391
Closed -$273K – 459
2024
Q1 		$273K Sell
6,391
-449
-7% -$18.3K 0.02% 372
2023
Q4 		$264K Sell
6,840
-600
-8% -$21.2K 0.02% 371
2023
Q3 		$281K Buy
7,440
+39
+0.5% +$1.66K 0.03% 339
2023
Q2 		$337K Buy
7,401
+1
+0% +$44 0.03% 325
2023
Q1 		$300K Hold
7,400
– – 0.03% 348
2022
Q4 		$377K Sell
7,400
-246
-3% -$13.2K 0.04% 294
2022
Q3 		$412K Sell
7,646
-153
-2% -$9.21K 0.04% 265
2022
Q2 		$501K Sell
7,799
-466
-6% -$33.8K 0.04% 249
2022
Q1 		$641K Hold
8,265
– – 0.04% 239
2021
Q4 		$710K Sell
8,265
-191
-2% -$15.4K 0.05% 226
2021
Q3 		$680K Buy
8,456
+5,691
+206% +$450K 0.05% 216
2021
Q2 		$222K Buy
2,765
+1
+0% +$84 0.02% 444
2021
Q1 		$233K Buy
+2,764
New +$219K 0.02% 409
2016
Q1 		– Sell
-19,581
Closed -$747K – 635
2015
Q4 		$747K Buy
+19,581
New +$716K 0.08% 234

Other funds holding BAX

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sheaff Brock Investment Advisors's BAX Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of Baxter International (BAX) in Q2 2024, closing a stake of 6,391 shares — an estimated $273K sold.

Sheaff Brock Investment Advisors first reported a position in BAX in Q4 2015 and held it in 14 quarters. The position peaked at $747K in Q4 2015. 879 funds tracked by Wall St. Rank hold BAX as of Q2 2024.

  • Sheaff Brock Investment Advisors reported no remaining Baxter International position as of Q2 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 6,391 Baxter International shares in Q2 2024, an estimated $273K.
  • Sheaff Brock Investment Advisors first reported a position in Baxter International in Q4 2015 and held it in 14 quarters.
  • Sheaff Brock Investment Advisors's Baxter International position peaked at $747K in Q4 2015.
  • 879 funds tracked by Wall St. Rank held Baxter International as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.