SVA Wealth Management’s Baxter International BAX Stock Holding History

SVA Wealth Management’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
2020 Q4	$264K	Sell	3,295 -84	-2%	-$6.65K	0.02%	207
2020 Q3	$272K	Hold	3,379	–	–	0.03%	179
2020 Q2	$291K	Hold	3,379	–	–	0.03%	175
2020 Q1	$274K	Hold	3,379	–	–	0.03%	169
2019 Q4	$283K	Buy	3,379 +338	+11%	+$28K	0.03%	180
2019 Q3	$266K	Hold	3,041	–	–	0.03%	179
2019 Q2	$249K	Sell	3,041 -400	-12%	-$31.1K	0.02%	189
2019 Q1	$280K	Hold	3,441	–	–	0.03%	188
2018 Q4	$226K	Hold	3,441	–	–	0.03%	194
2018 Q3	$265K	Sell	3,441 -60	-2%	-$4.45K	0.03%	192
2018 Q2	$259K	Buy	+3,501	New	+$247K	0.03%	192
2015 Q4	–	Sell	-8,440	Closed	-$277K	–	209
2015 Q3	$277K	Sell	8,440 -8,195	-49%	-$310K	0.05%	178
2015 Q2	$632K	Sell	16,635 -461	-3%	-$17.2K	0.12%	143
2015 Q1	$636K	Buy	+17,096	New	+$648K	0.12%	145

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VAM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

SVA Wealth Management's BAX Position: Q4 2020 in Review

SVA Wealth Management reduced its Baxter International (BAX) stake by 2.5% in Q4 2020, selling an estimated $6.65K and leaving 3,295 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #207.

SVA Wealth Management first reported a position in BAX in Q1 2015 and has held it in 14 quarters since. The position peaked at $636K in Q1 2015. 1,112 funds tracked by Wall St. Rank hold BAX as of Q4 2020.

SVA Wealth Management held 3,295 shares of Baxter International worth $264K as of Q4 2020.
SVA Wealth Management sold 84 Baxter International shares in Q4 2020, an estimated $6.65K.
Baxter International made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #207 holding.
SVA Wealth Management first reported a position in Baxter International in Q1 2015 and has held it in 14 quarters since.
SVA Wealth Management's Baxter International position peaked at $636K in Q1 2015.
1,112 funds tracked by Wall St. Rank held Baxter International as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.