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 $295B AUM 31.6% 1-Year Est. Return

Northeast Investment Management Boston, Massachusetts $2.42B AUM 22.77% 1-Year Est. Return

Rockefeller Capital Management

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

Natixis Advisors

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

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

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

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