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	–	371
2023 Q1	$475K	Buy	+13,846	New	+$464K	0.08%	152
2022 Q4	–	Sell	-10,776	Closed	-$277K	–	347
2022 Q3	$277K	Sell	10,776 -935	-8%	-$26.3K	0.07%	202
2022 Q2	$313K	Buy	+11,711	New	+$348K	0.08%	198
2019 Q3	–	Sell	-269	Closed	-$5K	–	897
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	–	1032
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 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 New York $65.2B AUM 31.44% 1-Year Est. Return

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 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

Avestar Capital's ABB Position: Q2 2023 in Review

Avestar Capital sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 13,846 shares — an estimated $475K sold.

Avestar Capital first reported a position in ABB in Q4 2017 and held it in 9 quarters. The position peaked at $475K in Q1 2023. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Avestar Capital reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Avestar Capital sold 13,846 ABB Ltd shares in Q2 2023, an estimated $475K.
Avestar Capital first reported a position in ABB Ltd in Q4 2017 and held it in 9 quarters.
Avestar Capital's ABB Ltd position peaked at $475K in Q1 2023.
134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Avestar Capital's 13F filing for Q2 2023, filed 2 Aug 2023.