SkyOak Wealth’s Baxter International BAX Stock Holding History

SkyOak Wealth’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 Q1	–	Sell	-2,515	Closed	-$216K	–	241
2021 Q4	$216K	Hold	2,515	–	–	0.05%	219
2021 Q3	$202K	Hold	2,515	–	–	0.05%	219
2021 Q2	$202K	Hold	2,515	–	–	0.05%	224
2021 Q1	$219K	Hold	2,515	–	–	0.06%	206
2020 Q4	$202K	Hold	2,515	–	–	0.06%	204
2020 Q3	$202K	Hold	2,515	–	–	0.07%	187
2020 Q2	$217K	Hold	2,515	–	–	0.08%	211
2020 Q1	$204K	Sell	2,515 -30	-1%	-$2.59K	0.1%	190
2019 Q4	$213K	Buy	+2,545	New	+$211K	0.07%	277

Other funds holding BAX

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

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

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SkyOak Wealth's BAX Position: Q1 2022 in Review

SkyOak Wealth sold out of Baxter International (BAX) in Q1 2022, closing a stake of 2,515 shares — an estimated $216K sold.

SkyOak Wealth first reported a position in BAX in Q4 2019 and held it in 9 quarters. The position peaked at $219K in Q1 2021. 1,146 funds tracked by Wall St. Rank hold BAX as of Q1 2022.

SkyOak Wealth reported no remaining Baxter International position as of Q1 2022 after selling out during the quarter.
SkyOak Wealth sold 2,515 Baxter International shares in Q1 2022, an estimated $216K.
SkyOak Wealth first reported a position in Baxter International in Q4 2019 and held it in 9 quarters.
SkyOak Wealth's Baxter International position peaked at $219K in Q1 2021.
1,146 funds tracked by Wall St. Rank held Baxter International as of Q1 2022.

Based on SkyOak Wealth's 13F filing for Q1 2022, filed 18 Apr 2022.