1WA
ABB

180 Wealth Advisors’s ABB Ltd ABB Stock Holding History

180 Wealth Advisors’s Portfolio ABB Stock Details ABB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-23,849
Closed -$818K – 394
2023
Q1 		$818K Sell
23,849
-1,496
-6% -$50.1K 0.19% 125
2022
Q4 		$881K Sell
25,345
-4,374
-15% -$127K 0.21% 109
2022
Q3 		$763K Sell
29,719
-9,577
-24% -$269K 0.21% 106
2022
Q2 		$1.05M Buy
39,296
+720
+2% +$21.4K 0.27% 94
2022
Q1 		$1.22M Sell
38,576
-66
-0.2% -$2.3K 0.27% 94
2021
Q4 		$1.41M Buy
38,642
+495
+1% +$17.4K 0.32% 88
2021
Q3 		$1.32M Buy
38,147
+324
+0.9% +$11.8K 0.29% 93
2021
Q2 		$1.41M Buy
37,823
+754
+2% +$25.2K 0.32% 89
2021
Q1 		$1.25M Buy
37,069
+8,809
+31% +$264K 0.31% 94
2020
Q4 		$834K Buy
+28,260
New +$753K 0.24% 105
2019
Q3 		– Sell
-11,344
Closed -$210K – 272
2019
Q2 		$210K Sell
11,344
-4,612
-29% -$89.8K 0.09% 231
2019
Q1 		$304K Buy
15,956
+347
+2% +$6.71K 0.14% 187
2018
Q4 		$369K Hold
15,609
– – 0.17% 164
2018
Q3 		$369K Sell
15,609
-3,255
-17% -$74.6K 0.17% 164
2018
Q2 		$411K Buy
18,864
+4,886
+35% +$113K 0.2% 146
2018
Q1 		$335K Sell
13,978
-1,483
-10% -$38.2K 0.17% 153
2017
Q4 		$415K Buy
+15,461
New +$397K 0.21% 127

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

180 Wealth Advisors's ABB Position: Q2 2023 in Review

180 Wealth Advisors sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 23,849 shares — an estimated $818K sold.

180 Wealth Advisors first reported a position in ABB in Q4 2017 and held it in 17 quarters. The position peaked at $1.41M in Q4 2021. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • 180 Wealth Advisors reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • 180 Wealth Advisors sold 23,849 ABB Ltd shares in Q2 2023, an estimated $818K.
  • 180 Wealth Advisors first reported a position in ABB Ltd in Q4 2017 and held it in 17 quarters.
  • 180 Wealth Advisors's ABB Ltd position peaked at $1.41M in Q4 2021.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on 180 Wealth Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.