Alera Investment Advisors’s AbbVie ABBV Stock Holding History

Alera Investment Advisors’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
2024 Q3	$1.14M	Buy	5,793 +423	+8%	+$78.9K	0.13%	74
2024 Q2	$921K	Buy	5,370 +2,143	+66%	+$355K	0.11%	81
2024 Q1	$588K	Buy	3,227 +358	+12%	+$61.7K	0.08%	105
2023 Q4	$445K	Buy	2,869 +35	+1%	+$5.1K	0.06%	122
2023 Q3	$422K	Sell	2,834 -136	-5%	-$20K	0.07%	122
2023 Q2	$400K	Sell	2,970 -515	-15%	-$75.5K	0.09%	126
2023 Q1	$555K	Sell	3,485 -359	-9%	-$54.9K	0.13%	104
2022 Q4	$621K	Buy	3,844 +118	+3%	+$18.1K	0.15%	86
2022 Q3	$500K	Buy	3,726 +87	+2%	+$12.5K	0.14%	98
2022 Q2	$557K	Buy	3,639 +797	+28%	+$122K	0.16%	98
2022 Q1	$461K	Buy	+2,842	New	+$413K	0.11%	123
2019 Q2	–	Sell	-1,826	Closed	-$147K	–	77
2019 Q1	$147K	Sell	1,826 -27,645	-94%	-$2.26M	0.07%	87
2018 Q4	$2.72M	Buy	+29,471	New	+$2.59M	1.66%	13

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Alera Investment Advisors's ABBV Position: Q3 2024 in Review

Alera Investment Advisors increased its AbbVie (ABBV) stake by 7.9% in Q3 2024, buying an estimated $78.9K and bringing the position to 5,793 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #74.

Alera Investment Advisors first reported a position in ABBV in Q4 2018 and has held it in 13 quarters since. The position peaked at $2.72M in Q4 2018. 3,499 funds tracked by Wall St. Rank hold ABBV as of Q3 2024.

Alera Investment Advisors held 5,793 shares of AbbVie worth $1.14M as of Q3 2024.
Alera Investment Advisors bought 423 AbbVie shares in Q3 2024, an estimated $78.9K.
AbbVie made up 0.13% of Alera Investment Advisors's portfolio in Q3 2024, its #74 holding.
Alera Investment Advisors first reported a position in AbbVie in Q4 2018 and has held it in 13 quarters since.
Alera Investment Advisors's AbbVie position peaked at $2.72M in Q4 2018.
3,499 funds tracked by Wall St. Rank held AbbVie as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.