Avestar Capital’s ABB Ltd ABB Stock Holding History

Avestar Capital’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	-13,846	Closed	-$475K	–	372
2023 Q1	$475K	Buy	+13,846	New	+$464K	0.1%	152
2022 Q4	–	Sell	-10,776	Closed	-$277K	–	348
2022 Q3	$277K	Sell	10,776 -935	-8%	-$26.3K	0.08%	202
2022 Q2	$313K	Buy	+11,711	New	+$348K	0.09%	198
2019 Q3	–	Sell	-269	Closed	-$5K	–	904
2019 Q2	$5K	Hold	269	–	–	﹤0.01%	591
2019 Q1	$5K	Hold	269	–	–	﹤0.01%	576
2018 Q4	$5K	Buy	+269	New	+$5.45K	﹤0.01%	540
2018 Q3	–	Sell	-310	Closed	-$6K	–	1041
2018 Q2	$6K	Buy	310 +40	+15%	+$928	﹤0.01%	552
2018 Q1	$5K	Buy	270 +171	+173%	+$4.4K	﹤0.01%	549
2017 Q4	$2K	Buy	+99	New	+$2.54K	﹤0.01%	658

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