Winch Advisory Services’s Baxter International BAX Stock Holding History

Winch Advisory Services’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 Q3	–	Sell	-55	Closed	-$1.83K	–	463
2024 Q2	$1.83K	Buy	55 +1	+2%	+$37	﹤0.01%	379
2024 Q1	$2.32K	Hold	54	–	–	﹤0.01%	361
2023 Q4	$2.09K	Hold	54	–	–	﹤0.01%	360
2023 Q3	$2K	Buy	54 +1	+2%	+$43	﹤0.01%	351
2023 Q2	$2K	Hold	53	–	–	﹤0.01%	351
2023 Q1	$2K	Hold	53	–	–	﹤0.01%	346
2022 Q4	$3K	Buy	53 +1	+2%	+$54	﹤0.01%	307
2022 Q3	$3K	Hold	52	–	–	﹤0.01%	294
2022 Q2	$3K	Hold	52	–	–	﹤0.01%	315
2022 Q1	$4K	Hold	52	–	–	﹤0.01%	326
2021 Q4	$4K	Hold	52	–	–	﹤0.01%	341
2021 Q3	$4K	Buy	52 +1	+2%	+$79	﹤0.01%	341
2021 Q2	$4K	Hold	51	–	–	﹤0.01%	348
2021 Q1	$4K	Hold	51	–	–	﹤0.01%	325
2020 Q4	$4K	Hold	51	–	–	﹤0.01%	312
2020 Q3	$4K	Hold	51	–	–	﹤0.01%	269
2020 Q2	$4K	Hold	51	–	–	﹤0.01%	270
2020 Q1	$4K	Hold	51	–	–	﹤0.01%	235
2019 Q4	$4K	Buy	51 +1	+2%	+$83	﹤0.01%	268
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	250
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	269
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	257
2018 Q4	$3K	Buy	+50	New	+$3.36K	﹤0.01%	259
2015 Q4	–	Sell	-38	Closed	-$1K	–	256
2015 Q3	$1K	Sell	38 -30	-44%	-$1.14K	﹤0.01%	217
2015 Q2	$3K	Hold	68	–	–	﹤0.01%	227
2015 Q1	$3K	Buy	+68	New	+$2.58K	﹤0.01%	222

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

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

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

Winch Advisory Services's BAX Position: Q3 2024 in Review

Winch Advisory Services sold out of Baxter International (BAX) in Q3 2024, closing a stake of 55 shares — an estimated $1.83K sold.

Winch Advisory Services first reported a position in BAX in Q1 2015 and held it in 26 quarters. The position peaked at $4K in Q1 2022. 898 funds tracked by Wall St. Rank hold BAX as of Q3 2024.

Winch Advisory Services reported no remaining Baxter International position as of Q3 2024 after selling out during the quarter.
Winch Advisory Services sold 55 Baxter International shares in Q3 2024, an estimated $1.83K.
Winch Advisory Services first reported a position in Baxter International in Q1 2015 and held it in 26 quarters.
Winch Advisory Services's Baxter International position peaked at $4K in Q1 2022.
898 funds tracked by Wall St. Rank held Baxter International as of Q3 2024.

Based on Winch Advisory Services's 13F filing for Q3 2024, filed 21 Oct 2024.