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Unique Wealth Strategies’s Baxter International BAX Stock Holding History

Unique Wealth Strategies’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
-30
Closed -$1.28K – 256
2024
Q2 		$1.28K Buy
+30
New +$1.11K ﹤0.01% 528

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Pzena Investment Management
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State Street
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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

Unique Wealth Strategies's BAX Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Baxter International (BAX) in Q3 2024, closing a stake of 30 shares — an estimated $1.28K sold.

Unique Wealth Strategies first reported a position in BAX in Q2 2024 and held it in 1 quarter. The position peaked at $1.28K in Q2 2024. 896 funds tracked by Wall St. Rank hold BAX as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Baxter International position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 30 Baxter International shares in Q3 2024, an estimated $1.28K.
  • Unique Wealth Strategies first reported a position in Baxter International in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Baxter International position peaked at $1.28K in Q2 2024.
  • 896 funds tracked by Wall St. Rank held Baxter International as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.