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

Other funds holding BAX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Management's BAX Position: Q2 2021 in Review

B. Riley Wealth Management sold out of Baxter International (BAX) in Q2 2021, closing a stake of 2,386 shares — an estimated $201K sold.

B. Riley Wealth Management first reported a position in BAX in Q1 2014 and held it in 11 quarters. The position peaked at $424K in Q1 2020. 1,111 funds tracked by Wall St. Rank hold BAX as of Q2 2021.

B. Riley Wealth Management reported no remaining Baxter International position as of Q2 2021 after selling out during the quarter.
B. Riley Wealth Management sold 2,386 Baxter International shares in Q2 2021, an estimated $201K.
B. Riley Wealth Management first reported a position in Baxter International in Q1 2014 and held it in 11 quarters.
B. Riley Wealth Management's Baxter International position peaked at $424K in Q1 2020.
1,111 funds tracked by Wall St. Rank held Baxter International as of Q2 2021.

Based on B. Riley Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.