AllSquare Wealth Management’s ABB Ltd ABB Stock Holding History

AllSquare 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	-90	Closed	-$3.09K	–	573
2023 Q1	$3.09K	Hold	90	–	–	﹤0.01%	457
2022 Q4	$2.74K	Hold	90	–	–	﹤0.01%	447
2022 Q3	$2K	Hold	90	–	–	﹤0.01%	466
2022 Q2	$2K	Hold	90	–	–	﹤0.01%	470
2022 Q1	$3K	Hold	90	–	–	﹤0.01%	460
2021 Q4	$3K	Hold	90	–	–	﹤0.01%	461
2021 Q3	$3K	Hold	90	–	–	﹤0.01%	446
2021 Q2	$3K	Hold	90	–	–	﹤0.01%	464
2021 Q1	$3K	Hold	90	–	–	﹤0.01%	454
2020 Q4	$3K	Hold	90	–	–	﹤0.01%	419
2020 Q3	$2K	Hold	90	–	–	﹤0.01%	442
2020 Q2	$2K	Hold	90	–	–	﹤0.01%	441
2020 Q1	$2K	Hold	90	–	–	﹤0.01%	420
2019 Q4	$2K	Hold	90	–	–	﹤0.01%	425
2019 Q3	$2K	Hold	90	–	–	﹤0.01%	425
2019 Q2	$2K	Hold	90	–	–	﹤0.01%	435
2019 Q1	$2K	Hold	90	–	–	﹤0.01%	439
2018 Q4	$2K	Hold	90	–	–	﹤0.01%	430
2018 Q3	$2K	Hold	90	–	–	﹤0.01%	449
2018 Q2	$2K	Hold	90	–	–	﹤0.01%	458
2018 Q1	$2K	Hold	90	–	–	﹤0.01%	372
2017 Q4	$2K	Hold	90	–	–	﹤0.01%	365
2017 Q3	$2K	Hold	90	–	–	﹤0.01%	343
2017 Q2	$2K	Hold	90	–	–	﹤0.01%	165
2017 Q1	$2K	Hold	90	–	–	﹤0.01%	341
2016 Q4	$2K	Hold	90	–	–	﹤0.01%	313
2016 Q3	$2K	Hold	90	–	–	﹤0.01%	295
2016 Q2	$2K	Hold	90	–	–	﹤0.01%	282
2016 Q1	$2K	Hold	90	–	–	﹤0.01%	286
2015 Q4	$2K	Hold	90	–	–	﹤0.01%	284
2015 Q3	$2K	Hold	90	–	–	﹤0.01%	293
2015 Q2	$2K	Hold	90	–	–	﹤0.01%	310
2015 Q1	$2K	Hold	90	–	–	﹤0.01%	305
2014 Q4	$2K	Buy	+90	New	+$1.95K	﹤0.01%	301

Other funds holding ABB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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 $456M AUM 79.51% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

AllSquare Wealth Management's ABB Position: Q2 2023 in Review

AllSquare Wealth Management sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 90 shares — an estimated $3.09K sold.

AllSquare Wealth Management first reported a position in ABB in Q4 2014 and held it in 34 quarters. The position peaked at $3.09K in Q1 2023. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

AllSquare Wealth Management reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
AllSquare Wealth Management sold 90 ABB Ltd shares in Q2 2023, an estimated $3.09K.
AllSquare Wealth Management first reported a position in ABB Ltd in Q4 2014 and held it in 34 quarters.
AllSquare Wealth Management's ABB Ltd position peaked at $3.09K in Q1 2023.
134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on AllSquare Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.