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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baldwin Wealth Partners's ABB Position: Q3 2022 in Review

Baldwin Wealth Partners sold out of ABB Ltd (ABB) in Q3 2022, closing a stake of 4,938 shares — an estimated $132K sold.

Baldwin Wealth Partners first reported a position in ABB in Q2 2013 and held it in 17 quarters. The position peaked at $7.68M in Q4 2013. 404 funds tracked by Wall St. Rank hold ABB as of Q3 2022.

Baldwin Wealth Partners reported no remaining ABB Ltd position as of Q3 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 4,938 ABB Ltd shares in Q3 2022, an estimated $132K.
Baldwin Wealth Partners first reported a position in ABB Ltd in Q2 2013 and held it in 17 quarters.
Baldwin Wealth Partners's ABB Ltd position peaked at $7.68M in Q4 2013.
404 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2022.

Based on Baldwin Wealth Partners's 13F filing for Q3 2022, filed 14 Oct 2022.