WAM
BAX icon

Wealthspire Advisors (Maryland)’s Baxter International BAX Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$828K Buy
10,295
+241
+2% +$20.3K 0.03% 208
2020
Q2 		$866K Sell
10,054
-75
-0.7% -$6.53K 0.06% 176
2020
Q1 		$822K Buy
10,129
+256
+3% +$22.1K 0.07% 164
2019
Q4 		$826K Buy
9,873
+68
+0.7% +$5.63K 0.06% 196
2019
Q3 		$858K Buy
9,805
+15
+0.2% +$1.28K 0.06% 166
2019
Q2 		$802K Buy
9,790
+3,162
+48% +$245K 0.06% 168
2019
Q1 		$539K Sell
6,628
-259
-4% -$18.9K 0.04% 242
2018
Q4 		$453K Sell
6,887
-140
-2% -$9.4K 0.04% 235
2018
Q3 		$542K Sell
7,027
-85
-1% -$6.31K 0.04% 232
2018
Q2 		$525K Sell
7,112
-1,041
-13% -$73.4K 0.05% 225
2018
Q1 		$530K Sell
8,153
-467
-5% -$31.6K 0.05% 234
2017
Q4 		$557K Buy
8,620
+313
+4% +$20.1K 0.05% 232
2017
Q3 		$521K Sell
8,307
-397
-5% -$24.5K 0.06% 233
2017
Q2 		$527K Buy
8,704
+5,928
+214% +$337K 0.06% 217
2017
Q1 		$144K Buy
2,776
+103
+4% +$5.07K 0.02% 483
2016
Q4 		$119K Sell
2,673
-534
-17% -$24.7K 0.02% 524
2016
Q3 		$153K Sell
3,207
-153
-5% -$7.21K 0.02% 458
2016
Q2 		$152K Sell
3,360
-2,602
-44% -$114K 0.03% 438
2016
Q1 		$245K Sell
5,962
-4,526
-43% -$172K 0.04% 301
2015
Q4 		$400K Buy
+10,488
New +$383K 0.07% 193

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 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

Wealthspire Advisors (Maryland)'s BAX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Baxter International (BAX) stake by 2.4% in Q3 2020, buying an estimated $20.3K and bringing the position to 10,295 shares worth $828K. The position accounts for 0.03% of the portfolio, ranked #208.

Wealthspire Advisors (Maryland) first reported a position in BAX in Q4 2015 and has held it in 20 quarters since. The position peaked at $866K in Q2 2020. 1,097 funds tracked by Wall St. Rank hold BAX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 10,295 shares of Baxter International worth $828K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 241 Baxter International shares in Q3 2020, an estimated $20.3K.
  • Baxter International made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #208 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Baxter International in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Baxter International position peaked at $866K in Q2 2020.
  • 1,097 funds tracked by Wall St. Rank held Baxter International as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.