Altium Wealth Management’s AbbVie ABBV Stock Holding History

Altium Wealth Management’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
2022 Q2	$4.17M	Buy	27,248 +4,609	+20%	+$704K	0.3%	45
2022 Q1	$3.67M	Buy	22,639 +1,812	+9%	+$263K	0.24%	53
2021 Q4	$2.82M	Buy	20,827 +1,654	+9%	+$195K	0.18%	65
2021 Q3	$2.07M	Buy	19,173 +834	+5%	+$95.3K	0.15%	78
2021 Q2	$2.07M	Buy	18,339 +513	+3%	+$57.8K	0.15%	73
2021 Q1	$1.93M	Buy	17,826 +1,775	+11%	+$190K	0.15%	75
2020 Q4	$1.72M	Buy	16,051 +417	+3%	+$40.1K	0.15%	76
2020 Q3	$1.37M	Sell	15,634 -1,633	-9%	-$154K	0.14%	80
2020 Q2	$1.7M	Sell	17,267 -6,813	-28%	-$600K	0.19%	60
2020 Q1	$1.83M	Buy	24,080 +3,358	+16%	+$286K	0.25%	49
2019 Q4	$1.83M	Buy	20,722 +1,309	+7%	+$109K	0.22%	62
2019 Q3	$1.47M	Sell	19,413 -1,282	-6%	-$87.9K	0.2%	70
2019 Q2	$1.5M	Sell	20,695 -1,970	-9%	-$155K	0.22%	60
2019 Q1	$1.83M	Sell	22,665 -776	-3%	-$63.5K	0.29%	47
2018 Q4	$2.16M	Sell	23,441 -9,889	-30%	-$870K	0.41%	36
2018 Q3	$3.15M	Buy	33,330 +1,173	+4%	+$111K	0.6%	27
2018 Q2	$2.98M	Buy	32,157 +29,109	+955%	+$2.84M	0.8%	21
2018 Q1	$288K	Buy	+3,048	New	+$335K	0.11%	132

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Altium Wealth Management increased its AbbVie (ABBV) stake by 20% in Q2 2022, buying an estimated $704K and bringing the position to 27,248 shares worth $4.17M. The position accounts for 0.3% of the portfolio, ranked #45.

Altium Wealth Management first reported a position in ABBV in Q1 2018 and has held it in 18 quarters since. 3,004 funds tracked by Wall St. Rank hold ABBV as of Q2 2022.

Altium Wealth Management held 27,248 shares of AbbVie worth $4.17M as of Q2 2022.
Altium Wealth Management bought 4,609 AbbVie shares in Q2 2022, an estimated $704K.
AbbVie made up 0.3% of Altium Wealth Management's portfolio in Q2 2022, its #45 holding.
Altium Wealth Management first reported a position in AbbVie in Q1 2018 and has held it in 18 quarters since.
3,004 funds tracked by Wall St. Rank held AbbVie as of Q2 2022.

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