BWP
ABB

Baldwin Wealth Partners’s ABB Ltd ABB Stock Holding History

Baldwin Wealth Partners’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
2022
Q3 		– Sell
-4,938
Closed -$132K – 712
2022
Q2 		$132K Hold
4,938
– – 0.02% 227
2022
Q1 		$160K Buy
4,938
+1,200
+32% +$41.9K 0.02% 226
2021
Q4 		$143K Buy
3,738
+1,513
+68% +$53.1K 0.01% 230
2021
Q3 		$74K Buy
2,225
+725
+48% +$26.3K 0.01% 303
2021
Q2 		$51K Buy
+1,500
New +$50.1K 0.01% 356
2018
Q4 		– Sell
-6,900
Closed -$163K – 551
2018
Q3 		$163K Sell
6,900
-485
-7% -$11.1K 0.02% 215
2018
Q2 		$161K Sell
7,385
-7,900
-52% -$183K 0.03% 215
2018
Q1 		$363K Buy
15,285
+445
+3% +$11.5K 0.06% 150
2017
Q4 		$398K Hold
14,840
– – 0.06% 145
2017
Q3 		$367K Hold
14,840
– – 0.06% 148
2017
Q2 		$370K Hold
14,840
– – 0.06% 151
2017
Q1 		$347K Sell
14,840
-760
-5% -$17.4K 0.06% 155
2016
Q4 		$329K Buy
15,600
+805
+5% +$17.2K 0.06% 149
2016
Q3 		$333K Buy
+14,795
New +$317K 0.06% 147
2014
Q1 		– Sell
-289,218
Closed -$7.68M – 258
2013
Q4 		$7.68M Sell
289,218
-27,835
-9% -$693K 1.23% 30
2013
Q3 		$7.48M Sell
317,053
-9,497
-3% -$214K 1.37% 21
2013
Q2 		$7.07M Buy
+326,550
New +$7.23M 1.4% 21

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return