Tyler-Stone Wealth Management’s Baxter International BAX Stock Holding History

Tyler-Stone 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
2023 Q3	–	Sell	-80	Closed	-$4K	–	904
2023 Q2	$4K	Buy	+80	New	+$3.48K	﹤0.01%	720
2022 Q4	$4K	Hold	80	–	–	﹤0.01%	674
2022 Q3	$4K	Hold	80	–	–	﹤0.01%	661
2022 Q2	$5K	Hold	80	–	–	﹤0.01%	657
2022 Q1	$6K	Sell	80 -2,000	-96%	-$167K	﹤0.01%	640
2021 Q4	$179K	Buy	+2,080	New	+$167K	0.09%	199

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

Tyler-Stone Wealth Management's BAX Position: Q3 2023 in Review

Tyler-Stone Wealth Management sold out of Baxter International (BAX) in Q3 2023, closing a stake of 80 shares — an estimated $4K sold.

Tyler-Stone Wealth Management first reported a position in BAX in Q4 2021 and held it in 6 quarters. The position peaked at $179K in Q4 2021. 909 funds tracked by Wall St. Rank hold BAX as of Q3 2023.

Tyler-Stone Wealth Management reported no remaining Baxter International position as of Q3 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 80 Baxter International shares in Q3 2023, an estimated $4K.
Tyler-Stone Wealth Management first reported a position in Baxter International in Q4 2021 and held it in 6 quarters.
Tyler-Stone Wealth Management's Baxter International position peaked at $179K in Q4 2021.
909 funds tracked by Wall St. Rank held Baxter International as of Q3 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.