AI
ABB

Atria Investments’s ABB Ltd ABB Stock Holding History

Atria Investments’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
-40,732
Closed -$1.4M – 904
2023
Q1 		$1.4M Buy
40,732
+1,053
+3% +$35.3K 0.03% 673
2022
Q4 		$1.21M Sell
39,679
-2,661
-6% -$77.5K 0.02% 686
2022
Q3 		$1.09M Sell
42,340
-22,093
-34% -$621K 0.02% 696
2022
Q2 		$1.72M Sell
64,433
-3,975
-6% -$118K 0.04% 549
2022
Q1 		$2.21M Buy
68,408
+15,874
+30% +$554K 0.04% 532
2021
Q4 		$2M Sell
52,534
-854
-2% -$30K 0.04% 565
2021
Q3 		$1.78M Buy
53,388
+300
+0.6% +$10.9K 0.03% 576
2021
Q2 		$1.8M Sell
53,088
-356
-0.7% -$11.9K 0.03% 543
2021
Q1 		$1.63M Buy
53,444
+2,113
+4% +$63.4K 0.04% 534
2020
Q4 		$1.44M Buy
+51,331
New +$1.37M 0.03% 533
2020
Q2 		– Sell
-30,577
Closed -$528K – 790
2020
Q1 		$528K Buy
30,577
+6,020
+25% +$131K 0.04% 342
2019
Q4 		$592K Buy
+24,557
New +$526K 0.02% 721
2019
Q3 		– Sell
-26,641
Closed -$491K – 993
2019
Q2 		$491K Buy
+26,641
New +$519K 0.02% 586
2019
Q1 		– Sell
-28,559
Closed -$543K – 1042
2018
Q4 		$543K Sell
28,559
-15,018
-34% -$304K 0.02% 478
2018
Q3 		$1.03M Sell
43,577
-523
-1% -$12K 0.04% 386
2018
Q2 		$960K Buy
44,100
+6,846
+18% +$159K 0.04% 384
2018
Q1 		$884K Buy
37,254
+6,616
+22% +$170K 0.04% 368
2017
Q4 		$822K Buy
30,638
+11,983
+64% +$308K 0.04% 368
2017
Q3 		$462K Buy
18,655
+1,493
+9% +$35.7K 0.03% 475
2017
Q2 		$427K Buy
17,162
+7,726
+82% +$190K 0.03% 469
2017
Q1 		$221K Buy
+9,436
New +$216K 0.01% 626

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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 $456M AUM 79.51% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Atria Investments's ABB Position: Q2 2023 in Review

Atria Investments sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 40,732 shares — an estimated $1.4M sold.

Atria Investments first reported a position in ABB in Q1 2017 and held it in 21 quarters. The position peaked at $2.21M in Q1 2022. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Atria Investments reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Atria Investments sold 40,732 ABB Ltd shares in Q2 2023, an estimated $1.4M.
  • Atria Investments first reported a position in ABB Ltd in Q1 2017 and held it in 21 quarters.
  • Atria Investments's ABB Ltd position peaked at $2.21M in Q1 2022.
  • 134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Atria Investments's 13F filing for Q2 2023, filed 4 Aug 2023.