Western Wealth Management’s Baxter International BAX Stock Holding History

Western 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
2022 Q3	–	Sell	-4,032	Closed	-$259K	–	811
2022 Q2	$259K	Sell	4,032 -408	-9%	-$29.6K	0.01%	656
2022 Q1	$344K	Buy	4,440 +1,041	+31%	+$87.2K	0.02%	627
2021 Q4	$290K	Buy	+3,399	New	+$274K	0.03%	476

Other funds holding BAX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Western Wealth Management's BAX Position: Q3 2022 in Review

Western Wealth Management sold out of Baxter International (BAX) in Q3 2022, closing a stake of 4,032 shares — an estimated $259K sold.

Western Wealth Management first reported a position in BAX in Q4 2021 and held it in 3 quarters. The position peaked at $344K in Q1 2022. 1,011 funds tracked by Wall St. Rank hold BAX as of Q3 2022.

Western Wealth Management reported no remaining Baxter International position as of Q3 2022 after selling out during the quarter.
Western Wealth Management sold 4,032 Baxter International shares in Q3 2022, an estimated $259K.
Western Wealth Management first reported a position in Baxter International in Q4 2021 and held it in 3 quarters.
Western Wealth Management's Baxter International position peaked at $344K in Q1 2022.
1,011 funds tracked by Wall St. Rank held Baxter International as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.