Avantax Advisory Services’s ABB Ltd ABB Stock Holding History

Avantax Advisory Services’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	-17,299	Closed	-$593K	–	1590
2023 Q1	$593K	Buy	17,299 +6,016	+53%	+$202K	0.01%	840
2022 Q4	$344K	Sell	11,283 -1,269	-10%	-$36.9K	﹤0.01%	1034
2022 Q3	$322K	Buy	12,552 +2,981	+31%	+$83.7K	﹤0.01%	968
2022 Q2	$256K	Sell	9,571 -11,827	-55%	-$351K	﹤0.01%	1088
2022 Q1	$691K	Buy	21,398 +3,147	+17%	+$110K	0.01%	669
2021 Q4	$697K	Buy	+18,251	New	+$640K	0.01%	638

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

Avantax Advisory Services's ABB Position: Q2 2023 in Review

Avantax Advisory Services sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 17,299 shares — an estimated $593K sold.

Avantax Advisory Services first reported a position in ABB in Q4 2021 and held it in 6 quarters. The position peaked at $697K in Q4 2021. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Avantax Advisory Services reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Avantax Advisory Services sold 17,299 ABB Ltd shares in Q2 2023, an estimated $593K.
Avantax Advisory Services first reported a position in ABB Ltd in Q4 2021 and held it in 6 quarters.
Avantax Advisory Services's ABB Ltd position peaked at $697K in Q4 2021.
136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.