Aevitas Wealth Management’s Abbott ABT Stock Holding History

Aevitas Wealth Management’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
2022 Q4	$552K	Buy	5,028 +7	+0.1%	+$725	0.33%	65
2022 Q3	$486K	Buy	5,021 +6	+0.1%	+$640	0.37%	67
2022 Q2	$545K	Buy	5,015 +6	+0.1%	+$681	0.37%	65
2022 Q1	$593K	Sell	5,009 -186	-4%	-$23.1K	0.36%	67
2021 Q4	$731K	Buy	5,195 +5	+0.1%	+$640	0.44%	61
2021 Q3	$613K	Buy	5,190 +6	+0.1%	+$737	0.39%	66
2021 Q2	$601K	Buy	5,184 +363	+8%	+$42.3K	0.38%	68
2021 Q1	$578K	Buy	4,821 +377	+8%	+$44.7K	0.4%	64
2020 Q4	$487K	Buy	4,444 +103	+2%	+$11.2K	0.36%	68
2020 Q3	$472K	Buy	4,341 +103	+2%	+$10.4K	0.39%	71
2020 Q2	$387K	Buy	4,238 +181	+4%	+$16.4K	0.36%	75
2020 Q1	$320K	Buy	4,057 +4	+0.1%	+$334	0.36%	75
2019 Q4	$352K	Buy	4,053 +302	+8%	+$25.3K	0.33%	79
2019 Q3	$314K	Sell	3,751 -249	-6%	-$21.2K	0.31%	82
2019 Q2	$336K	Sell	4,000 -1,456	-27%	-$115K	0.34%	78
2019 Q1	$436K	Buy	5,456 +3,036	+125%	+$226K	0.39%	71
2018 Q4	$175K	Buy	2,420 +3	+0.1%	+$211	0.18%	100
2018 Q3	$177K	Sell	2,417 -296	-11%	-$19.4K	0.16%	109
2018 Q2	$165K	Sell	2,713 -146	-5%	-$8.85K	0.16%	110
2018 Q1	$171K	Buy	2,859 +54	+2%	+$3.25K	0.17%	105
2017 Q4	$160K	Buy	+2,805	New	+$155K	0.15%	107

Other funds holding ABT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aevitas Wealth Management's ABT Position: Q4 2022 in Review

Aevitas Wealth Management increased its Abbott (ABT) stake by 0.14% in Q4 2022, buying an estimated $725 and bringing the position to 5,028 shares worth $552K. The position accounts for 0.33% of the portfolio, ranked #65.

Aevitas Wealth Management first reported a position in ABT in Q4 2017 and has held it in 21 quarters since. The position peaked at $731K in Q4 2021. 2,764 funds tracked by Wall St. Rank hold ABT as of Q4 2022.

Aevitas Wealth Management held 5,028 shares of Abbott worth $552K as of Q4 2022.
Aevitas Wealth Management bought 7 Abbott shares in Q4 2022, an estimated $725.
Abbott made up 0.33% of Aevitas Wealth Management's portfolio in Q4 2022, its #65 holding.
Aevitas Wealth Management first reported a position in Abbott in Q4 2017 and has held it in 21 quarters since.
Aevitas Wealth Management's Abbott position peaked at $731K in Q4 2021.
2,764 funds tracked by Wall St. Rank held Abbott as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.