Able Wealth Management’s AbbVie ABBV Stock Holding History

Able Wealth Management’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-213	Closed	-$33K	–	90
2023 Q4	$33K	Buy	+213	New	+$31.1K	0.03%	162

Other funds holding ABBV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Able Wealth Management's ABBV Position: Q1 2024 in Review

Able Wealth Management sold out of AbbVie (ABBV) in Q1 2024, closing a stake of 213 shares — an estimated $33K sold.

Able Wealth Management first reported a position in ABBV in Q4 2023 and held it in 1 quarter. The position peaked at $33K in Q4 2023. 3,379 funds tracked by Wall St. Rank hold ABBV as of Q1 2024.

Able Wealth Management reported no remaining AbbVie position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 213 AbbVie shares in Q1 2024, an estimated $33K.
Able Wealth Management first reported a position in AbbVie in Q4 2023 and held it in 1 quarter.
Able Wealth Management's AbbVie position peaked at $33K in Q4 2023.
3,379 funds tracked by Wall St. Rank held AbbVie as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.