Acorn Financial Advisory Services’s AbbVie ABBV Stock Holding History

Acorn Financial Advisory Services’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
2023 Q4	–	Sell	-2,332	Closed	-$347K	–	245
2023 Q3	$347K	Sell	2,332 -79	-3%	-$11.6K	0.06%	177
2023 Q2	$325K	Buy	2,411 +189	+9%	+$27.7K	0.06%	185
2023 Q1	$354K	Buy	+2,222	New	+$340K	0.07%	161

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Acorn Financial Advisory Services's ABBV Position: Q4 2023 in Review

Acorn Financial Advisory Services sold out of AbbVie (ABBV) in Q4 2023, closing a stake of 2,332 shares — an estimated $347K sold.

Acorn Financial Advisory Services first reported a position in ABBV in Q1 2023 and held it in 3 quarters. The position peaked at $354K in Q1 2023. 3,322 funds tracked by Wall St. Rank hold ABBV as of Q4 2023.

Acorn Financial Advisory Services reported no remaining AbbVie position as of Q4 2023 after selling out during the quarter.
Acorn Financial Advisory Services sold 2,332 AbbVie shares in Q4 2023, an estimated $347K.
Acorn Financial Advisory Services first reported a position in AbbVie in Q1 2023 and held it in 3 quarters.
Acorn Financial Advisory Services's AbbVie position peaked at $354K in Q1 2023.
3,322 funds tracked by Wall St. Rank held AbbVie as of Q4 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2023, filed 17 Jan 2024.