AWM
ABB

AE Wealth Management’s ABB Ltd ABB Stock Holding History

AE Wealth Management’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
-11,990
Closed -$411K – 2087
2023
Q1 		$411K Buy
11,990
+1,798
+18% +$60.2K ﹤0.01% 1432
2022
Q4 		$310K Buy
10,192
+355
+4% +$10.3K ﹤0.01% 1487
2022
Q3 		$252K Sell
9,837
-5,287
-35% -$149K ﹤0.01% 1537
2022
Q2 		$404K Buy
15,124
+2,333
+18% +$69.3K ﹤0.01% 1310
2022
Q1 		$414K Sell
12,791
-2,930
-19% -$102K ﹤0.01% 1294
2021
Q4 		$600K Buy
15,721
+494
+3% +$17.3K ﹤0.01% 1182
2021
Q3 		$508K Buy
15,227
+1,141
+8% +$41.4K ﹤0.01% 1165
2021
Q2 		$479K Buy
14,086
+666
+5% +$22.3K ﹤0.01% 1156
2021
Q1 		$409K Buy
13,420
+5,775
+76% +$173K ﹤0.01% 1114
2020
Q4 		$214K Buy
+7,645
New +$204K ﹤0.01% 1265
2019
Q3 		– Sell
-25,269
Closed -$506K – 1079
2019
Q2 		$506K Buy
+25,269
New +$492K 0.02% 586

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.42B AUM 22.77% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
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 $398M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return