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Sound View Wealth Advisors’s Baxter International BAX Stock Holding History

Sound View 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
2019
Q1 		$959K Buy
11,789
+175
+2% +$12.7K 0.3% 90
2018
Q4 		$764K Buy
+11,614
New +$780K 0.28% 100

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sound View Wealth Advisors's BAX Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Baxter International (BAX) stake by 1.5% in Q1 2019, buying an estimated $12.7K and bringing the position to 11,789 shares worth $959K. The position accounts for 0.3% of the portfolio, ranked #90.

Sound View Wealth Advisors first reported a position in BAX in Q4 2018 and has held it in 2 quarters since. 1,082 funds tracked by Wall St. Rank hold BAX as of Q1 2019.

  • Sound View Wealth Advisors held 11,789 shares of Baxter International worth $959K as of Q1 2019.
  • Sound View Wealth Advisors bought 175 Baxter International shares in Q1 2019, an estimated $12.7K.
  • Baxter International made up 0.3% of Sound View Wealth Advisors's portfolio in Q1 2019, its #90 holding.
  • Sound View Wealth Advisors first reported a position in Baxter International in Q4 2018 and has held it in 2 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Baxter International as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.