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B. Riley Wealth Advisors’s Baxter International BAX Stock Holding History

B. Riley Wealth Advisors’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
2023
Q3 		– Sell
-24,730
Closed -$1.13M – 1478
2023
Q2 		$1.13M Buy
24,730
+19,782
+400% +$861K 0.03% 521
2023
Q1 		$202K Sell
4,948
-1,582
-24% -$67.1K 0.01% 1297
2022
Q4 		$334K Sell
6,530
-1,356
-17% -$72.8K 0.01% 985
2022
Q3 		$425K Sell
7,886
-1,504
-16% -$90.5K 0.01% 827
2022
Q2 		$604K Buy
9,390
+215
+2% +$15.6K 0.03% 582
2022
Q1 		$712K Buy
9,175
+2,161
+31% +$181K 0.02% 587
2021
Q4 		$603K Buy
7,014
+26
+0.4% +$2.09K 0.02% 720
2021
Q3 		$563K Buy
6,988
+227
+3% +$17.9K 0.02% 722
2021
Q2 		$545K Sell
6,761
-819
-11% -$68.7K 0.02% 727
2021
Q1 		$640K Buy
7,580
+754
+11% +$59.9K 0.02% 620
2020
Q4 		$548K Buy
6,826
+2,432
+55% +$193K 0.03% 510
2020
Q3 		$354K Sell
4,394
-160
-4% -$13.5K 0.02% 660
2020
Q2 		$393K Buy
4,554
+912
+25% +$79.4K 0.03% 535
2020
Q1 		$296K Buy
3,642
+995
+38% +$85.9K 0.03% 537
2019
Q4 		$222K Sell
2,647
-364
-12% -$30.1K 0.02% 724
2019
Q3 		$264K Buy
+3,011
New +$257K 0.03% 633
2019
Q2 		– Sell
-4,026
Closed -$328K – 795
2019
Q1 		$328K Buy
4,026
+683
+20% +$49.7K 0.04% 461
2018
Q4 		$221K Buy
3,343
+1
+0% +$67 0.03% 550
2018
Q3 		$259K Buy
+3,342
New +$248K 0.03% 549
2016
Q2 		– Sell
-4,874
Closed -$201K – 619
2016
Q1 		$201K Buy
+4,874
New +$186K 0.05% 474
2015
Q1 		– Sell
-10,834
Closed -$7.45M – 691
2014
Q4 		$7.45M Buy
+10,834
New +$422K 0.16% 149
2014
Q3 		– Sell
-19,794
Closed -$777K – 752
2014
Q2 		$777K Buy
+19,794
New +$792K 0.18% 122

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

B. Riley Wealth Advisors's BAX Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Baxter International (BAX) in Q3 2023, closing a stake of 24,730 shares — an estimated $1.13M sold.

B. Riley Wealth Advisors first reported a position in BAX in Q2 2014 and held it in 22 quarters. The position peaked at $7.45M in Q4 2014. 910 funds tracked by Wall St. Rank hold BAX as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Baxter International position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 24,730 Baxter International shares in Q3 2023, an estimated $1.13M.
  • B. Riley Wealth Advisors first reported a position in Baxter International in Q2 2014 and held it in 22 quarters.
  • B. Riley Wealth Advisors's Baxter International position peaked at $7.45M in Q4 2014.
  • 910 funds tracked by Wall St. Rank held Baxter International as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.