YorkBridge Wealth Partners’s Baxter International BAX Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-275	Closed	-$23K	–	212
2019 Q2	$23K	Hold	275	–	–	0.01%	451
2019 Q1	$22K	Hold	275	–	–	0.01%	458
2018 Q4	$18K	Hold	275	–	–	0.01%	481
2018 Q3	$21K	Hold	275	–	–	0.01%	510
2018 Q2	$20K	Hold	275	–	–	0.01%	533
2018 Q1	$18K	Sell	275 -21	-7%	-$1.42K	0.01%	549
2017 Q4	$19K	Hold	296	–	–	0.01%	526
2017 Q3	$19K	Hold	296	–	–	0.01%	530
2017 Q2	$18K	Hold	296	–	–	0.01%	534
2017 Q1	$16K	Hold	296	–	–	0.01%	549
2016 Q4	$14K	Buy	+296	New	+$13.7K	0.01%	509

Other funds holding BAX

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's BAX Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Baxter International (BAX) in Q3 2019, closing a stake of 275 shares — an estimated $23K sold.

YorkBridge Wealth Partners first reported a position in BAX in Q4 2016 and held it in 11 quarters. The position peaked at $23K in Q2 2019. 1,083 funds tracked by Wall St. Rank hold BAX as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Baxter International position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 275 Baxter International shares in Q3 2019, an estimated $23K.
YorkBridge Wealth Partners first reported a position in Baxter International in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Baxter International position peaked at $23K in Q2 2019.
1,083 funds tracked by Wall St. Rank held Baxter International as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.