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WR Wealth Planners’s Baxter International BAX Stock Holding History

WR Wealth Planners’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 		$758 Hold
26
– – ﹤0.01% 953
2024
Q3 		$987 Buy
+26
New +$955 ﹤0.01% 975

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

WR Wealth Planners's BAX Position: Q4 2024 in Review

WR Wealth Planners held its Baxter International (BAX) position steady in Q4 2024 at 26 shares worth $758. The position accounts for ﹤0.01% of the portfolio, ranked #953.

WR Wealth Planners first reported a position in BAX in Q3 2024 and has held it in 2 quarters since. The position peaked at $987 in Q3 2024. 824 funds tracked by Wall St. Rank hold BAX as of Q4 2024.

  • WR Wealth Planners held 26 shares of Baxter International worth $758 as of Q4 2024.
  • WR Wealth Planners left its Baxter International share count unchanged in Q4 2024.
  • Baxter International made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #953 holding.
  • WR Wealth Planners first reported a position in Baxter International in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Baxter International position peaked at $987 in Q3 2024.
  • 824 funds tracked by Wall St. Rank held Baxter International as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.