Alta Wealth Advisors’s Abbott ABT Stock Holding History

Alta Wealth Advisors’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
2023 Q3	–	Sell	-1,949	Closed	-$213K	–	129
2023 Q2	$213K	Buy	+1,949	New	+$208K	0.12%	130
2023 Q1	–	Sell	-2,309	Closed	-$253K	–	137
2022 Q4	$253K	Buy	+2,309	New	+$239K	0.17%	129
2022 Q3	–	Sell	-1,882	Closed	-$205K	–	137
2022 Q2	$205K	Buy	1,882 +1	+0.1%	+$114	0.14%	131
2022 Q1	$223K	Hold	1,881	–	–	0.13%	136
2021 Q4	$265K	Buy	+1,881	New	+$241K	0.16%	131
2021 Q1	–	Sell	-3,343	Closed	-$366K	–	132
2020 Q4	$366K	Buy	+3,343	New	+$363K	0.31%	101

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alta Wealth Advisors's ABT Position: Q3 2023 in Review

Alta Wealth Advisors sold out of Abbott (ABT) in Q3 2023, closing a stake of 1,949 shares — an estimated $213K sold.

Alta Wealth Advisors first reported a position in ABT in Q4 2020 and held it in 6 quarters. The position peaked at $366K in Q4 2020. 2,682 funds tracked by Wall St. Rank hold ABT as of Q3 2023.

Alta Wealth Advisors reported no remaining Abbott position as of Q3 2023 after selling out during the quarter.
Alta Wealth Advisors sold 1,949 Abbott shares in Q3 2023, an estimated $213K.
Alta Wealth Advisors first reported a position in Abbott in Q4 2020 and held it in 6 quarters.
Alta Wealth Advisors's Abbott position peaked at $366K in Q4 2020.
2,682 funds tracked by Wall St. Rank held Abbott as of Q3 2023.

Based on Alta Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.