ARS Wealth Advisors’s AbbVie ABBV Stock Holding History

ARS Wealth Advisors’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
2021 Q2	$638K	Buy	5,667 +515	+10%	+$58K	0.11%	72
2021 Q1	$558K	Sell	5,152 -991	-16%	-$106K	0.12%	65
2020 Q4	$658K	Buy	6,143 +138	+2%	+$13.3K	0.14%	60
2020 Q3	$526K	Buy	6,005 +152	+3%	+$14.3K	0.14%	60
2020 Q2	$575K	Buy	5,853 +748	+15%	+$65.9K	0.18%	55
2020 Q1	$389K	Sell	5,105 -183	-3%	-$15.6K	0.16%	61
2019 Q4	$468K	Buy	5,288 +218	+4%	+$18.1K	0.14%	66
2019 Q3	$384K	Sell	5,070 -280	-5%	-$19.2K	0.12%	71
2019 Q2	$389K	Buy	5,350 +1,751	+49%	+$138K	0.12%	71
2019 Q1	$290K	Sell	3,599 -359	-9%	-$29.4K	0.09%	85
2018 Q4	$365K	Buy	3,958 +213	+6%	+$18.7K	0.13%	75
2018 Q3	$354K	Sell	3,745 -353	-9%	-$33.5K	0.12%	81
2018 Q2	$380K	Sell	4,098 -117	-3%	-$11.4K	0.14%	74
2018 Q1	$399K	Buy	4,215 +916	+28%	+$101K	0.15%	78
2017 Q4	$319K	Sell	3,299 -932	-22%	-$87.8K	0.12%	89
2017 Q3	$376K	Buy	+4,231	New	+$322K	0.15%	82

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

ARS Wealth Advisors's ABBV Position: Q2 2021 in Review

ARS Wealth Advisors increased its AbbVie (ABBV) stake by 10% in Q2 2021, buying an estimated $58K and bringing the position to 5,667 shares worth $638K. The position accounts for 0.11% of the portfolio, ranked #72.

ARS Wealth Advisors first reported a position in ABBV in Q3 2017 and has held it in 16 quarters since. The position peaked at $658K in Q4 2020. 2,677 funds tracked by Wall St. Rank hold ABBV as of Q2 2021.

ARS Wealth Advisors held 5,667 shares of AbbVie worth $638K as of Q2 2021.
ARS Wealth Advisors bought 515 AbbVie shares in Q2 2021, an estimated $58K.
AbbVie made up 0.11% of ARS Wealth Advisors's portfolio in Q2 2021, its #72 holding.
ARS Wealth Advisors first reported a position in AbbVie in Q3 2017 and has held it in 16 quarters since.
ARS Wealth Advisors's AbbVie position peaked at $658K in Q4 2020.
2,677 funds tracked by Wall St. Rank held AbbVie as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.