WealthPLAN Partners’s Baxter International BAX Stock Holding History

WealthPLAN Partners’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	-186	Closed	-$8.47K	–	373
2023 Q2	$8.47K	Hold	186	–	–	﹤0.01%	823
2023 Q1	$7.54K	Buy	+186	New	+$7.88K	﹤0.01%	926
2018 Q3	–	Sell	-3,002	Closed	-$222K	–	258
2018 Q2	$222K	Sell	3,002 -1,995	-40%	-$141K	0.05%	230
2018 Q1	$325K	Buy	+4,997	New	+$338K	0.07%	194
2015 Q4	$1.61K	Buy	+126	New	+$4.61K	﹤0.01%	1502
2015 Q2	$2K	Sell	63 -2,386	-97%	-$89.2K	﹤0.01%	379
2015 Q1	$93K	Buy	+2,449	New	+$92.9K	0.04%	181

Other funds holding BAX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WealthPLAN Partners's BAX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Baxter International (BAX) in Q3 2023, closing a stake of 186 shares — an estimated $8.47K sold.

WealthPLAN Partners first reported a position in BAX in Q1 2015 and held it in 7 quarters. The position peaked at $325K in Q1 2018. 910 funds tracked by Wall St. Rank hold BAX as of Q3 2023.

WealthPLAN Partners reported no remaining Baxter International position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 186 Baxter International shares in Q3 2023, an estimated $8.47K.
WealthPLAN Partners first reported a position in Baxter International in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's Baxter International position peaked at $325K in Q1 2018.
910 funds tracked by Wall St. Rank held Baxter International as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.