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USAdvisors Wealth Management’s Baxter International BAX Stock Holding History

USAdvisors 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
2018
Q4 		– Sell
-3,890
Closed -$300K – 47
2018
Q3 		$300K Buy
3,890
+400
+11% +$29.7K 0.21% 49
2018
Q2 		$257K Buy
+3,490
New +$246K 0.19% 56

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TP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

USAdvisors Wealth Management's BAX Position: Q4 2018 in Review

USAdvisors Wealth Management sold out of Baxter International (BAX) in Q4 2018, closing a stake of 3,890 shares — an estimated $300K sold.

USAdvisors Wealth Management first reported a position in BAX in Q2 2018 and held it in 2 quarters. The position peaked at $300K in Q3 2018. 1,052 funds tracked by Wall St. Rank hold BAX as of Q4 2018.

  • USAdvisors Wealth Management reported no remaining Baxter International position as of Q4 2018 after selling out during the quarter.
  • USAdvisors Wealth Management sold 3,890 Baxter International shares in Q4 2018, an estimated $300K.
  • USAdvisors Wealth Management first reported a position in Baxter International in Q2 2018 and held it in 2 quarters.
  • USAdvisors Wealth Management's Baxter International position peaked at $300K in Q3 2018.
  • 1,052 funds tracked by Wall St. Rank held Baxter International as of Q4 2018.

Based on USAdvisors Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.