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

B. Riley 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
2021
Q2 		– Sell
-2,386
Closed -$201K – 431
2021
Q1 		$201K Sell
2,386
-688
-22% -$54.6K 0.02% 376
2020
Q4 		$247K Sell
3,074
-1,690
-35% -$134K 0.03% 293
2020
Q3 		$383K Buy
4,764
+2,417
+103% +$203K 0.05% 266
2020
Q2 		$202K Sell
2,347
-2,877
-55% -$251K 0.02% 372
2020
Q1 		$424K Buy
+5,224
New +$451K 0.04% 289
2015
Q3 		– Sell
-643
Closed -$24K – 192
2015
Q2 		$24K Buy
643
+6
+0.9% +$224 0.02% 565
2015
Q1 		$23K Buy
637
+4
+0.6% +$152 0.02% 567
2014
Q4 		$25K Buy
633
+268
+73% +$10.4K 0.02% 531
2014
Q3 		$14K Buy
365
+2
+0.6% +$81 0.01% 688
2014
Q2 		$14K Buy
363
+2
+0.6% +$80 0.01% 742
2014
Q1 		$14K Buy
+361
New +$13.5K 0.01% 690

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Vanguard Group
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return