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Successful Portfolios’s Baxter International BAX Stock Holding History

Successful Portfolios’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
-2,468
Closed -$212K – 207
2021
Q4 		$212K Buy
+2,468
New +$199K 0.12% 195
2021
Q2 		– Sell
-2,539
Closed -$214K – 205
2021
Q1 		$214K Sell
2,539
-11
-0.4% -$873 0.14% 177
2020
Q4 		$205K Sell
2,550
-61
-2% -$4.83K 0.15% 167
2020
Q3 		$210K Sell
2,611
-21
-0.8% -$1.77K 0.17% 151
2020
Q2 		$227K Buy
2,632
+61
+2% +$5.31K 0.2% 138
2020
Q1 		$209K Sell
2,571
-16
-0.6% -$1.38K 0.21% 127
2019
Q4 		$216K Sell
2,587
-35
-1% -$2.9K 0.19% 141
2019
Q3 		$229K Sell
2,622
-9
-0.3% -$768 0.22% 125
2019
Q2 		$215K Sell
2,631
-39
-1% -$3.03K 0.23% 120
2019
Q1 		$217K Buy
+2,670
New +$194K 0.24% 117
2018
Q4 		– Sell
-2,806
Closed -$216K – 127
2018
Q3 		$216K Sell
2,806
-169
-6% -$12.5K 0.24% 125
2018
Q2 		$220K Buy
+2,975
New +$210K 0.26% 116
2018
Q1 		– Sell
-3,388
Closed -$219K – 131
2017
Q4 		$219K Buy
+3,388
New +$218K 0.27% 114

Other funds holding BAX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Successful Portfolios's BAX Position: Q1 2022 in Review

Successful Portfolios sold out of Baxter International (BAX) in Q1 2022, closing a stake of 2,468 shares — an estimated $212K sold.

Successful Portfolios first reported a position in BAX in Q4 2017 and held it in 13 quarters. The position peaked at $229K in Q3 2019. 1,147 funds tracked by Wall St. Rank hold BAX as of Q1 2022.

  • Successful Portfolios reported no remaining Baxter International position as of Q1 2022 after selling out during the quarter.
  • Successful Portfolios sold 2,468 Baxter International shares in Q1 2022, an estimated $212K.
  • Successful Portfolios first reported a position in Baxter International in Q4 2017 and held it in 13 quarters.
  • Successful Portfolios's Baxter International position peaked at $229K in Q3 2019.
  • 1,147 funds tracked by Wall St. Rank held Baxter International as of Q1 2022.

Based on Successful Portfolios's 13F filing for Q1 2022, filed 21 Apr 2022.