West Financial Advisors’s Baxter International BAX Stock Holding History

West Financial Advisors’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 Q4	–	Sell	-200	Closed	-$7.59K	–	208
2024 Q3	$7.59K	Hold	200	–	–	﹤0.01%	159
2024 Q2	$6.69K	Hold	200	–	–	﹤0.01%	133
2024 Q1	$8.55K	Hold	200	–	–	﹤0.01%	125
2023 Q4	$7.73K	Hold	200	–	–	﹤0.01%	133
2023 Q3	$7.55K	Hold	200	–	–	﹤0.01%	139
2023 Q2	$9.11K	Hold	200	–	–	﹤0.01%	131
2023 Q1	$8.11K	Hold	200	–	–	﹤0.01%	123
2022 Q4	$10.2K	Sell	200 -1,145	-85%	-$61.5K	﹤0.01%	119
2022 Q3	$72K	Hold	1,345	–	–	0.02%	88
2022 Q2	$86K	Hold	1,345	–	–	0.03%	82
2022 Q1	$104K	Hold	1,345	–	–	0.03%	79
2021 Q4	$115K	Hold	1,345	–	–	0.03%	80
2021 Q3	$108K	Buy	1,345 +200	+17%	+$15.8K	0.03%	75
2021 Q2	$92K	Hold	1,145	–	–	0.03%	75
2021 Q1	$97K	Buy	1,145 +220	+24%	+$17.5K	0.03%	76
2020 Q4	$74K	Buy	+925	New	+$73.3K	0.03%	80

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

West Financial Advisors's BAX Position: Q4 2024 in Review

West Financial Advisors sold out of Baxter International (BAX) in Q4 2024, closing a stake of 200 shares — an estimated $7.59K sold.

West Financial Advisors first reported a position in BAX in Q4 2020 and held it in 16 quarters. The position peaked at $115K in Q4 2021. 825 funds tracked by Wall St. Rank hold BAX as of Q4 2024.

West Financial Advisors reported no remaining Baxter International position as of Q4 2024 after selling out during the quarter.
West Financial Advisors sold 200 Baxter International shares in Q4 2024, an estimated $7.59K.
West Financial Advisors first reported a position in Baxter International in Q4 2020 and held it in 16 quarters.
West Financial Advisors's Baxter International position peaked at $115K in Q4 2021.
825 funds tracked by Wall St. Rank held Baxter International as of Q4 2024.

Based on West Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.