Advisory Resource Group’s ABB Ltd ABB Stock Holding History

Advisory Resource Group’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	-17,083	Closed	-$586K	–	160
2023 Q1	$586K	Sell	17,083 -1,002	-6%	-$33.6K	0.16%	98
2022 Q4	$551K	Buy	+18,085	New	+$526K	0.16%	83
2022 Q3	–	Sell	-7,572	Closed	-$202K	–	150
2022 Q2	$202K	Buy	7,572 +29	+0.4%	+$862	0.07%	130
2022 Q1	$244K	Buy	7,543 +785	+12%	+$27.4K	0.08%	130
2021 Q4	$235K	Buy	+6,758	New	+$237K	0.08%	130

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

Advisory Resource Group's ABB Position: Q2 2023 in Review

Advisory Resource Group sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 17,083 shares — an estimated $586K sold.

Advisory Resource Group first reported a position in ABB in Q4 2021 and held it in 5 quarters. The position peaked at $586K in Q1 2023. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Advisory Resource Group reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Advisory Resource Group sold 17,083 ABB Ltd shares in Q2 2023, an estimated $586K.
Advisory Resource Group first reported a position in ABB Ltd in Q4 2021 and held it in 5 quarters.
Advisory Resource Group's ABB Ltd position peaked at $586K in Q1 2023.
136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Advisory Resource Group's 13F filing for Q2 2023, filed 11 Jul 2023.