Altium Wealth Management’s ABB Ltd ABB Stock Holding History

Altium 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
2022 Q2	$1.11M	Sell	41,645 -3,349	-7%	-$99.5K	0.08%	142
2022 Q1	$1.46M	Buy	44,994 +6,413	+17%	+$224K	0.09%	121
2021 Q4	$1.47M	Buy	38,581 +2,429	+7%	+$85.2K	0.09%	111
2021 Q3	$1.21M	Buy	36,152 +3,244	+10%	+$118K	0.09%	113
2021 Q2	$1.12M	Buy	32,908 +6,627	+25%	+$221K	0.08%	116
2021 Q1	$801K	Buy	26,281 +2,910	+12%	+$87.4K	0.06%	141
2020 Q4	$653K	Buy	23,371 +782	+3%	+$20.8K	0.06%	146
2020 Q3	$575K	Buy	22,589 +1,113	+5%	+$28.4K	0.06%	143
2020 Q2	$484K	Buy	21,476 +1,515	+8%	+$29.1K	0.05%	167
2020 Q1	$345K	Buy	+19,961	New	+$436K	0.05%	186
2018 Q3	–	Sell	-11,029	Closed	-$240K	–	318
2018 Q2	$240K	Buy	+11,029	New	+$256K	0.06%	216

Other funds holding ABB

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Altium Wealth Management's ABB Position: Q2 2022 in Review

Altium Wealth Management reduced its ABB Ltd (ABB) stake by 7.4% in Q2 2022, selling an estimated $99.5K and leaving 41,645 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #142.

Altium Wealth Management first reported a position in ABB in Q2 2018 and has held it in 11 quarters since. The position peaked at $1.47M in Q4 2021. 445 funds tracked by Wall St. Rank hold ABB as of Q2 2022.

Altium Wealth Management held 41,645 shares of ABB Ltd worth $1.11M as of Q2 2022.
Altium Wealth Management sold 3,349 ABB Ltd shares in Q2 2022, an estimated $99.5K.
ABB Ltd made up 0.08% of Altium Wealth Management's portfolio in Q2 2022, its #142 holding.
Altium Wealth Management first reported a position in ABB Ltd in Q2 2018 and has held it in 11 quarters since.
Altium Wealth Management's ABB Ltd position peaked at $1.47M in Q4 2021.
445 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.