TWM
BAX icon

TriaGen Wealth Management’s Baxter International BAX Stock Holding History

TriaGen 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
2021
Q3 		– Sell
-32,647
Closed -$2.52M – 179
2021
Q2 		$2.52M Sell
32,647
-308
-0.9% -$25.8K 1.3% 13
2021
Q1 		$2.78M Buy
32,955
+44
+0.1% +$3.49K 1.6% 13
2020
Q4 		$2.64M Buy
+32,911
New +$2.61M 1.55% 10

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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

TriaGen Wealth Management's BAX Position: Q3 2021 in Review

TriaGen Wealth Management sold out of Baxter International (BAX) in Q3 2021, closing a stake of 32,647 shares — an estimated $2.52M sold.

TriaGen Wealth Management first reported a position in BAX in Q4 2020 and held it in 3 quarters. The position peaked at $2.78M in Q1 2021. 1,089 funds tracked by Wall St. Rank hold BAX as of Q3 2021.

  • TriaGen Wealth Management reported no remaining Baxter International position as of Q3 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 32,647 Baxter International shares in Q3 2021, an estimated $2.52M.
  • TriaGen Wealth Management first reported a position in Baxter International in Q4 2020 and held it in 3 quarters.
  • TriaGen Wealth Management's Baxter International position peaked at $2.78M in Q1 2021.
  • 1,089 funds tracked by Wall St. Rank held Baxter International as of Q3 2021.

Based on TriaGen Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.