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Wealthcare Capital Management’s Baxter International BAX Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-10
Closed -$1K – 138
2021
Q1 		$1K Buy
+10
New +$794 ﹤0.01% 653
2020
Q1 		– Sell
-47
Closed -$4K – 284
2019
Q4 		$4K Buy
+47
New +$3.89K ﹤0.01% 270

Other funds holding BAX

Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Capital Management's BAX Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Baxter International (BAX) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in BAX in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 1,109 funds tracked by Wall St. Rank hold BAX as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Baxter International position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 10 Baxter International shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Baxter International in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Baxter International position peaked at $4K in Q4 2019.
  • 1,109 funds tracked by Wall St. Rank held Baxter International as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.