Sutton Wealth Advisors’s Baxter International BAX Stock Holding History

Sutton 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
2023 Q3	$28K	Buy	743 +33	+5%	+$1.41K	0.01%	306
2023 Q2	$32.3K	Hold	710	–	–	0.02%	283
2023 Q1	$28.8K	Buy	710 +187	+36%	+$7.93K	0.02%	262
2022 Q4	$26.7K	Sell	523 -31	-6%	-$1.67K	0.01%	585
2022 Q3	$29.8K	Buy	554 +28	+5%	+$1.69K	0.01%	528
2022 Q2	$33.8K	Sell	526 -47	-8%	-$3.41K	0.01%	499
2022 Q1	$44.4K	Hold	573	–	–	0.02%	437
2021 Q4	$49.2K	Buy	573 +37	+7%	+$2.98K	0.02%	420
2021 Q3	$43.1K	Sell	536 -6	-1%	-$474	0.02%	439
2021 Q2	$43.6K	Hold	542	–	–	0.02%	443
2021 Q1	$45.7K	Sell	542 -38	-7%	-$3.02K	0.02%	415
2020 Q4	$46.5K	Buy	580 +3	+0.5%	+$238	0.02%	374
2020 Q3	$46.4K	Buy	577 +6	+1%	+$505	0.02%	319
2020 Q2	$49.2K	Buy	571 +38	+7%	+$3.31K	0.03%	302
2020 Q1	$43.3K	Buy	533 +16	+3%	+$1.38K	0.03%	295
2019 Q4	$43.2K	Hold	517	–	–	0.02%	344
2019 Q3	$45.2K	Hold	517	–	–	0.03%	332
2019 Q2	$42.3K	Hold	517	–	–	0.02%	343
2019 Q1	$42K	Hold	517	–	–	0.02%	341
2018 Q4	$34K	Hold	517	–	–	0.02%	359
2018 Q3	$39.9K	Hold	517	–	–	0.03%	337
2018 Q2	$38.2K	Hold	517	–	–	0.03%	361
2018 Q1	$33.6K	Hold	517	–	–	0.02%	384
2017 Q4	$33.4K	Hold	517	–	–	0.02%	385
2017 Q3	$32.4K	Hold	517	–	–	0.02%	382
2017 Q2	$31.3K	Hold	517	–	–	0.02%	379
2017 Q1	$26.8K	Hold	517	–	–	0.02%	401
2016 Q4	$22.9K	Hold	517	–	–	0.02%	452
2016 Q3	$24.6K	Hold	517	–	–	0.02%	405
2016 Q2	$23.4K	Hold	517	–	–	0.02%	406
2016 Q1	$21.2K	Buy	+517	New	+$19.7K	0.02%	422

Other funds holding BAX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's BAX Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Baxter International (BAX) stake by 4.6% in Q3 2023, buying an estimated $1.41K and bringing the position to 743 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #306.

Sutton Wealth Advisors first reported a position in BAX in Q1 2016 and has held it in 31 quarters since. The position peaked at $49.2K in Q4 2021. 910 funds tracked by Wall St. Rank hold BAX as of Q3 2023.

Sutton Wealth Advisors held 743 shares of Baxter International worth $28K as of Q3 2023.
Sutton Wealth Advisors bought 33 Baxter International shares in Q3 2023, an estimated $1.41K.
Baxter International made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #306 holding.
Sutton Wealth Advisors first reported a position in Baxter International in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Baxter International position peaked at $49.2K in Q4 2021.
910 funds tracked by Wall St. Rank held Baxter International as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.