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Acorn Financial Advisory Services’s Abbott ABT Stock Holding History

Acorn Financial Advisory Services’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,101
Closed -$231K – 208
2023
Q4 		$231K Sell
2,101
-1,341
-39% -$134K 0.04% 227
2023
Q3 		$333K Buy
3,442
+56
+2% +$5.88K 0.06% 181
2023
Q2 		$369K Sell
3,386
-48
-1% -$5.12K 0.07% 170
2023
Q1 		$348K Buy
3,434
+1,248
+57% +$132K 0.07% 164
2022
Q4 		$240K Sell
2,186
-487
-18% -$50.4K 0.05% 192
2022
Q3 		$259K Buy
2,673
+28
+1% +$2.98K 0.06% 175
2022
Q2 		$287K Sell
2,645
-80
-3% -$9.09K 0.07% 167
2022
Q1 		$323K Sell
2,725
-41
-1% -$5.08K 0.06% 174
2021
Q4 		$389K Buy
2,766
+47
+2% +$6.02K 0.08% 159
2021
Q3 		$321K Buy
2,719
+650
+31% +$79.8K 0.1% 168
2021
Q2 		$240K Hold
2,069
– – 0.07% 214
2021
Q1 		$248K Sell
2,069
-258
-11% -$30.6K 0.09% 179
2020
Q4 		$255K Buy
+2,327
New +$253K 0.1% 189

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Acorn Financial Advisory Services's ABT Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of Abbott (ABT) in Q1 2024, closing a stake of 2,101 shares — an estimated $231K sold.

Acorn Financial Advisory Services first reported a position in ABT in Q4 2020 and held it in 13 quarters. The position peaked at $389K in Q4 2021. 2,904 funds tracked by Wall St. Rank hold ABT as of Q1 2024.

  • Acorn Financial Advisory Services reported no remaining Abbott position as of Q1 2024 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 2,101 Abbott shares in Q1 2024, an estimated $231K.
  • Acorn Financial Advisory Services first reported a position in Abbott in Q4 2020 and held it in 13 quarters.
  • Acorn Financial Advisory Services's Abbott position peaked at $389K in Q4 2021.
  • 2,904 funds tracked by Wall St. Rank held Abbott as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.