Archford Capital Strategies’s ABB Ltd ABB Stock Holding History

Archford Capital Strategies’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	-22,890	Closed	-$758K	–	285
2023 Q1	$758K	Buy	22,890 +1,606	+8%	+$53.8K	0.16%	149
2022 Q4	$648K	Buy	21,284 +6,590	+45%	+$192K	0.15%	165
2022 Q3	$377K	Buy	+14,694	New	+$413K	0.1%	206
2015 Q4	–	Sell	-162	Closed	-$2K	–	860
2015 Q3	$2K	Buy	162 +81	+100%	+$1.58K	﹤0.01%	572
2015 Q2	$2K	Hold	81	–	–	﹤0.01%	524
2015 Q1	$1.72K	Hold	81	–	–	﹤0.01%	564
2014 Q4	$2K	Sell	81 -608	-88%	-$13.2K	﹤0.01%	551
2014 Q3	$16K	Hold	689	–	–	0.01%	322
2014 Q2	$15.9K	Hold	689	–	–	0.01%	344
2014 Q1	$17.8K	Buy	+689	New	+$17.5K	0.01%	343

Other funds holding ABB

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

NIM

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 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 $349M AUM 61.76% 1-Year Est. Return

HVP

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BCM

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

Archford Capital Strategies's ABB Position: Q2 2023 in Review

Archford Capital Strategies sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 22,890 shares — an estimated $758K sold.

Archford Capital Strategies first reported a position in ABB in Q1 2014 and held it in 10 quarters. The position peaked at $758K in Q1 2023. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Archford Capital Strategies reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Archford Capital Strategies sold 22,890 ABB Ltd shares in Q2 2023, an estimated $758K.
Archford Capital Strategies first reported a position in ABB Ltd in Q1 2014 and held it in 10 quarters.
Archford Capital Strategies's ABB Ltd position peaked at $758K in Q1 2023.
136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Archford Capital Strategies's 13F filing for Q2 2023, filed 2 Aug 2023.