B. Riley Wealth Advisors’s ABB Ltd ABB Stock Holding History

B. Riley Wealth Advisors’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 Q3	–	Sell	-17,241	Closed	-$677K	–	1663
2023 Q2	$677K	Buy	+17,241	New	+$614K	0.02%	726
2020 Q4	–	Sell	-56,665	Closed	-$1.44M	–	1104
2020 Q3	$1.44M	Buy	56,665 +105	+0.2%	+$2.68K	0.08%	253
2020 Q2	$1.28M	Sell	56,560 -2,209	-4%	-$42.5K	0.09%	234
2020 Q1	$1.01M	Buy	58,769 +2,364	+4%	+$51.6K	0.09%	235
2019 Q4	$1.36M	Buy	56,405 +27,741	+97%	+$594K	0.12%	198
2019 Q3	$565K	Buy	28,664 +1,435	+5%	+$27.4K	0.06%	370
2019 Q2	$546K	Buy	+27,229	New	+$530K	0.06%	349
2015 Q1	–	Sell	-1,337	Closed	-$28K	–	2128
2014 Q4	$28K	Buy	+1,337	New	+$28.9K	﹤0.01%	2404

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

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

DWA

Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return

FRA

Front Row Advisors Tiburon, California $345M AUM 39.04% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

B. Riley Wealth Advisors's ABB Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of ABB Ltd (ABB) in Q3 2023, closing a stake of 17,241 shares — an estimated $677K sold.

B. Riley Wealth Advisors first reported a position in ABB in Q4 2014 and held it in 8 quarters. The position peaked at $1.44M in Q3 2020. 57 funds tracked by Wall St. Rank hold ABB as of Q3 2023.

B. Riley Wealth Advisors reported no remaining ABB Ltd position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 17,241 ABB Ltd shares in Q3 2023, an estimated $677K.
B. Riley Wealth Advisors first reported a position in ABB Ltd in Q4 2014 and held it in 8 quarters.
B. Riley Wealth Advisors's ABB Ltd position peaked at $1.44M in Q3 2020.
57 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.