Atlas Private Wealth Management’s AbbVie ABBV Stock Holding History

Atlas Private 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
2024 Q1	$1M	Sell	5,512 -163	-3%	-$28.1K	0.42%	75
2023 Q4	$879K	Buy	5,675 +4	+0.1%	+$583	0.41%	72
2023 Q3	$845K	Sell	5,671 -47	-0.8%	-$6.9K	0.45%	72
2023 Q2	$770K	Sell	5,718 -126	-2%	-$18.5K	0.41%	73
2023 Q1	$931K	Buy	5,844 +58	+1%	+$8.87K	0.56%	64
2022 Q4	$935K	Sell	5,786 -7	-0.1%	-$1.07K	0.43%	55
2022 Q3	$778K	Buy	5,793 +2	+0%	+$287	0.56%	56
2022 Q2	$887K	Sell	5,791 -97	-2%	-$14.8K	0.61%	53
2022 Q1	$954K	Buy	5,888 +466	+9%	+$67.7K	0.55%	59
2021 Q4	$734K	Buy	5,422 +3	+0.1%	+$354	0.41%	73
2021 Q3	$585K	Sell	5,419 -377	-7%	-$43.1K	0.36%	79
2021 Q2	$653K	Sell	5,796 -289	-5%	-$32.5K	0.4%	73
2021 Q1	$658K	Sell	6,085 -606	-9%	-$64.8K	0.42%	68
2020 Q4	$717K	Sell	6,691 -665	-9%	-$63.9K	0.51%	54
2020 Q3	$644K	Sell	7,356 -1,197	-14%	-$113K	0.5%	54
2020 Q2	$840K	Buy	8,553 +4	+0%	+$352	0.68%	42
2020 Q1	$651K	Sell	8,549 -6	-0.1%	-$511	0.6%	47
2019 Q4	$758K	Buy	+8,555	New	+$710K	0.58%	49

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Atlas Private Wealth Management's ABBV Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its AbbVie (ABBV) stake by 2.9% in Q1 2024, selling an estimated $28.1K and leaving 5,512 shares worth $1M. The position accounts for 0.42% of the portfolio, ranked #75.

Atlas Private Wealth Management first reported a position in ABBV in Q4 2019 and has held it in 18 quarters since. 3,380 funds tracked by Wall St. Rank hold ABBV as of Q1 2024.

Atlas Private Wealth Management held 5,512 shares of AbbVie worth $1M as of Q1 2024.
Atlas Private Wealth Management sold 163 AbbVie shares in Q1 2024, an estimated $28.1K.
AbbVie made up 0.42% of Atlas Private Wealth Management's portfolio in Q1 2024, its #75 holding.
Atlas Private Wealth Management first reported a position in AbbVie in Q4 2019 and has held it in 18 quarters since.
3,380 funds tracked by Wall St. Rank held AbbVie as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.