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SYSTM Wealth Solutions’s Baxter International BAX Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-387
Closed -$13.1K – 143
2024
Q2 		$13.1K Buy
387
+131
+51% +$4.83K ﹤0.01% 438
2024
Q1 		$11K Sell
256
-139
-35% -$5.65K ﹤0.01% 768
2023
Q4 		$15.3K Sell
395
-6,593
-94% -$233K ﹤0.01% 770
2023
Q3 		$264K Sell
6,988
-15,520
-69% -$661K 0.04% 385
2023
Q2 		$1.03M Sell
22,508
-855
-4% -$37.2K 0.14% 193
2023
Q1 		$948K Sell
23,363
-1,178
-5% -$49.9K 0.15% 184
2022
Q4 		$1.25M Buy
+24,541
New +$1.32M 0.16% 175

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

SYSTM Wealth Solutions's BAX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Baxter International (BAX) in Q3 2024, closing a stake of 387 shares — an estimated $13.1K sold.

SYSTM Wealth Solutions first reported a position in BAX in Q4 2022 and held it in 7 quarters. The position peaked at $1.25M in Q4 2022. 896 funds tracked by Wall St. Rank hold BAX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Baxter International position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 387 Baxter International shares in Q3 2024, an estimated $13.1K.
  • SYSTM Wealth Solutions first reported a position in Baxter International in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Baxter International position peaked at $1.25M in Q4 2022.
  • 896 funds tracked by Wall St. Rank held Baxter International as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.