Abundance Wealth Counselors’s ABB Ltd ABB Stock Holding History

Abundance Wealth Counselors’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	-25,424	Closed	-$872K	–	147
2023 Q1	$872K	Buy	25,424 +4,338	+21%	+$145K	0.22%	66
2022 Q4	$642K	Sell	21,086 -7,930	-27%	-$231K	0.17%	84
2022 Q3	$745K	Buy	29,016 +804	+3%	+$22.6K	0.21%	67
2022 Q2	$754K	Buy	28,212 +1,188	+4%	+$35.3K	0.2%	69
2022 Q1	$874K	Buy	27,024 +12,065	+81%	+$421K	0.24%	65
2021 Q4	$571K	Buy	+14,959	New	+$525K	0.15%	73
2021 Q3	–	Sell	-13,630	Closed	-$463K	–	107
2021 Q2	$463K	Buy	13,630 +9,621	+240%	+$321K	0.12%	74
2021 Q1	$122K	Buy	+4,009	New	+$120K	0.03%	99

Other funds holding ABB

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 New York $56.4B AUM 24.96% 1-Year Est. Return

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 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

Abundance Wealth Counselors's ABB Position: Q2 2023 in Review

Abundance Wealth Counselors sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 25,424 shares — an estimated $872K sold.

Abundance Wealth Counselors first reported a position in ABB in Q1 2021 and held it in 8 quarters. The position peaked at $874K in Q1 2022. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Abundance Wealth Counselors reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Abundance Wealth Counselors sold 25,424 ABB Ltd shares in Q2 2023, an estimated $872K.
Abundance Wealth Counselors first reported a position in ABB Ltd in Q1 2021 and held it in 8 quarters.
Abundance Wealth Counselors's ABB Ltd position peaked at $874K in Q1 2022.
136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Abundance Wealth Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.