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Windsor Wealth Management’s Baxter International BAX Stock Holding History

Windsor 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
Q2 		– Sell
-3,772
Closed -$302K – 160
2022
Q1 		$302K Hold
3,772
– – 0.06% 187
2021
Q4 		$332K Buy
3,772
+458
+14% +$36.9K 0.06% 181
2021
Q3 		$269K Buy
3,314
+316
+11% +$25K 0.06% 190
2021
Q2 		$241K Buy
+2,998
New +$251K 0.05% 195

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Windsor Wealth Management's BAX Position: Q2 2022 in Review

Windsor Wealth Management sold out of Baxter International (BAX) in Q2 2022, closing a stake of 3,772 shares — an estimated $302K sold.

Windsor Wealth Management first reported a position in BAX in Q2 2021 and held it in 4 quarters. The position peaked at $332K in Q4 2021. 1,072 funds tracked by Wall St. Rank hold BAX as of Q2 2022.

  • Windsor Wealth Management reported no remaining Baxter International position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 3,772 Baxter International shares in Q2 2022, an estimated $302K.
  • Windsor Wealth Management first reported a position in Baxter International in Q2 2021 and held it in 4 quarters.
  • Windsor Wealth Management's Baxter International position peaked at $332K in Q4 2021.
  • 1,072 funds tracked by Wall St. Rank held Baxter International as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.