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AMJ Financial Wealth Management’s Abbott ABT Stock Holding History

AMJ Financial Wealth Management’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
Q2 		– Sell
-18,763
Closed -$1.9M – 72
2023
Q1 		$1.9M Buy
+18,763
New +$1.98M 1.22% 27
2021
Q2 		– Sell
-5,362
Closed -$643K – 90
2021
Q1 		$643K Buy
+5,362
New +$635K 0.31% 55

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AMJ Financial Wealth Management's ABT Position: Q2 2023 in Review

AMJ Financial Wealth Management sold out of Abbott (ABT) in Q2 2023, closing a stake of 18,763 shares — an estimated $1.9M sold.

AMJ Financial Wealth Management first reported a position in ABT in Q1 2021 and held it in 2 quarters. The position peaked at $1.9M in Q1 2023. 2,737 funds tracked by Wall St. Rank hold ABT as of Q2 2023.

  • AMJ Financial Wealth Management reported no remaining Abbott position as of Q2 2023 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 18,763 Abbott shares in Q2 2023, an estimated $1.9M.
  • AMJ Financial Wealth Management first reported a position in Abbott in Q1 2021 and held it in 2 quarters.
  • AMJ Financial Wealth Management's Abbott position peaked at $1.9M in Q1 2023.
  • 2,737 funds tracked by Wall St. Rank held Abbott as of Q2 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.