Tobias Financial Advisors’s Baxter International BAX Stock Holding History

Tobias Financial 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
2022 Q3	–	Sell	-3,123	Closed	-$201K	–	79
2022 Q2	$201K	Sell	3,123 -60	-2%	-$4.35K	0.07%	74
2022 Q1	$247K	Buy	+3,183	New	+$267K	0.09%	63
2021 Q4	–	Sell	-3,183	Closed	-$256K	–	72
2021 Q3	$256K	Buy	+3,183	New	+$252K	0.1%	60

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

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

VAM

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tobias Financial Advisors's BAX Position: Q3 2022 in Review

Tobias Financial Advisors sold out of Baxter International (BAX) in Q3 2022, closing a stake of 3,123 shares — an estimated $201K sold.

Tobias Financial Advisors first reported a position in BAX in Q3 2021 and held it in 3 quarters. The position peaked at $256K in Q3 2021. 1,011 funds tracked by Wall St. Rank hold BAX as of Q3 2022.

Tobias Financial Advisors reported no remaining Baxter International position as of Q3 2022 after selling out during the quarter.
Tobias Financial Advisors sold 3,123 Baxter International shares in Q3 2022, an estimated $201K.
Tobias Financial Advisors first reported a position in Baxter International in Q3 2021 and held it in 3 quarters.
Tobias Financial Advisors's Baxter International position peaked at $256K in Q3 2021.
1,011 funds tracked by Wall St. Rank held Baxter International as of Q3 2022.

Based on Tobias Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.