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Avitas Wealth Management’s AbbVie ABBV Stock Holding History

Avitas Wealth Management’s Portfolio ABBV Stock Details ABBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.48M Sell
19,607
-211
-1% -$38.8K 0.48% 50
2024
Q3 		$3.91M Sell
19,818
-4,538
-19% -$847K 0.55% 47
2024
Q2 		$4.18M Sell
24,356
-245
-1% -$40.6K 0.61% 39
2024
Q1 		$4.48M Sell
24,601
-45
-0.2% -$7.75K 0.68% 39
2023
Q4 		$3.82M Buy
24,646
+468
+2% +$68.2K 0.64% 40
2023
Q3 		$3.6M Sell
24,178
-9,645
-29% -$1.42M 0.69% 36
2023
Q2 		$4.56M Sell
33,823
-390
-1% -$57.2K 0.82% 33
2023
Q1 		$5.45M Sell
34,213
-413
-1% -$63.1K 1.07% 23
2022
Q4 		$5.6M Buy
34,626
+6,945
+25% +$1.06M 1.18% 22
2022
Q3 		$3.71M Buy
27,681
+355
+1% +$50.9K 0.85% 32
2022
Q2 		$4.18M Buy
27,326
+7,443
+37% +$1.14M 0.92% 30
2022
Q1 		$3.22M Buy
+19,883
New +$2.89M 0.58% 55
2019
Q3 		– Sell
-34,579
Closed -$2.52M – 167
2019
Q2 		$2.52M Buy
34,579
+11,650
+51% +$916K 0.7% 65
2019
Q1 		$1.85M Sell
22,929
-527
-2% -$43.1K 0.54% 81
2018
Q4 		$2.16M Buy
23,456
+6,739
+40% +$593K 0.71% 69
2018
Q3 		$1.58M Buy
16,717
+150
+0.9% +$14.2K 0.45% 95
2018
Q2 		$1.53M Buy
+16,567
New +$1.62M 0.48% 92

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avitas Wealth Management's ABBV Position: Q4 2024 in Review

Avitas Wealth Management reduced its AbbVie (ABBV) stake by 1.1% in Q4 2024, selling an estimated $38.8K and leaving 19,607 shares worth $3.48M. The position accounts for 0.48% of the portfolio, ranked #50.

Avitas Wealth Management first reported a position in ABBV in Q2 2018 and has held it in 17 quarters since. The position peaked at $5.6M in Q4 2022. 3,745 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

  • Avitas Wealth Management held 19,607 shares of AbbVie worth $3.48M as of Q4 2024.
  • Avitas Wealth Management sold 211 AbbVie shares in Q4 2024, an estimated $38.8K.
  • AbbVie made up 0.48% of Avitas Wealth Management's portfolio in Q4 2024, its #50 holding.
  • Avitas Wealth Management first reported a position in AbbVie in Q2 2018 and has held it in 17 quarters since.
  • Avitas Wealth Management's AbbVie position peaked at $5.6M in Q4 2022.
  • 3,745 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.