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SOA Wealth Advisors’s Baxter International BAX Stock Holding History

SOA 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
Q3 		– Sell
-126
Closed -$10K – 891
2021
Q2 		$10K Buy
126
+1
+0.8% +$84 ﹤0.01% 571
2021
Q1 		$10K Sell
125
-5
-4% -$397 ﹤0.01% 508
2020
Q4 		$10K Buy
+130
New +$10.3K ﹤0.01% 509

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

SOA Wealth Advisors's BAX Position: Q3 2021 in Review

SOA Wealth Advisors sold out of Baxter International (BAX) in Q3 2021, closing a stake of 126 shares — an estimated $10K sold.

SOA Wealth Advisors first reported a position in BAX in Q4 2020 and held it in 3 quarters. The position peaked at $10K in Q2 2021. 1,089 funds tracked by Wall St. Rank hold BAX as of Q3 2021.

  • SOA Wealth Advisors reported no remaining Baxter International position as of Q3 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 126 Baxter International shares in Q3 2021, an estimated $10K.
  • SOA Wealth Advisors first reported a position in Baxter International in Q4 2020 and held it in 3 quarters.
  • SOA Wealth Advisors's Baxter International position peaked at $10K in Q2 2021.
  • 1,089 funds tracked by Wall St. Rank held Baxter International as of Q3 2021.

Based on SOA Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.