Avior Wealth Management’s ABB Ltd ABB Stock Holding History

Avior Wealth Management’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	-6,096	Closed	-$209K	–	1701
2023 Q1	$209K	Buy	6,096 +5,896	+2,948%	+$198K	0.01%	520
2022 Q4	$6.09K	Hold	200	–	–	﹤0.01%	926
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	946
2022 Q2	$5K	Hold	200	–	–	﹤0.01%	867
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	896
2021 Q4	$7K	Buy	+200	New	+$7.02K	﹤0.01%	852
2021 Q2	–	Sell	-135	Closed	-$4K	–	1161
2021 Q1	$4K	Hold	135	–	–	﹤0.01%	873
2020 Q4	$3K	Hold	135	–	–	﹤0.01%	858
2020 Q3	$3K	Hold	135	–	–	﹤0.01%	811
2020 Q2	$3K	Hold	135	–	–	﹤0.01%	778
2020 Q1	$2K	Buy	+135	New	+$2.95K	﹤0.01%	701

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

Avior Wealth Management's ABB Position: Q2 2023 in Review

Avior Wealth Management sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 6,096 shares — an estimated $209K sold.

Avior Wealth Management first reported a position in ABB in Q1 2020 and held it in 11 quarters. The position peaked at $209K in Q1 2023. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Avior Wealth Management reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Avior Wealth Management sold 6,096 ABB Ltd shares in Q2 2023, an estimated $209K.
Avior Wealth Management first reported a position in ABB Ltd in Q1 2020 and held it in 11 quarters.
Avior Wealth Management's ABB Ltd position peaked at $209K in Q1 2023.
134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.