Bartlett & Co Wealth Management’s ABB Ltd ABB Stock Holding History

Bartlett & Co 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
2022 Q2	–	Sell	-120	Closed	-$4.6K	–	1329
2022 Q1	$4.6K	Buy	+120	New	+$4.19K	﹤0.01%	928
2021 Q4	–	Sell	-820	Closed	-$27.4K	–	933
2021 Q3	$27.4K	Sell	820 -93	-10%	-$3.38K	﹤0.01%	596
2021 Q2	$31K	Hold	913	–	–	﹤0.01%	578
2021 Q1	$28.6K	Hold	913	–	–	﹤0.01%	625
2020 Q4	$25.5K	Buy	913 +93	+11%	+$2.48K	﹤0.01%	636
2020 Q3	$20.9K	Hold	820	–	–	﹤0.01%	614
2020 Q2	$18.5K	Sell	820 -1,500	-65%	-$28.8K	﹤0.01%	615
2020 Q1	$42K	Sell	2,320 -1,125	-33%	-$24.6K	﹤0.01%	492
2019 Q4	$83K	Hold	3,445	–	–	﹤0.01%	430
2019 Q3	$67.8K	Hold	3,445	–	–	﹤0.01%	465
2019 Q2	$69K	Sell	3,445 -1,782	-34%	-$34.7K	﹤0.01%	380
2019 Q1	$98.6K	Sell	5,227 -5,268	-50%	-$102K	﹤0.01%	321
2018 Q4	$200K	Hold	10,495	–	–	0.01%	251
2018 Q3	$248K	Sell	10,495 -1,600	-13%	-$36.7K	0.01%	240
2018 Q2	$263K	Sell	12,095 -1,500	-11%	-$34.8K	0.01%	231
2018 Q1	$323K	Buy	+13,595	New	+$350K	0.01%	219

Other funds holding ABB

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

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

Bartlett & Co Wealth Management's ABB Position: Q2 2022 in Review

Bartlett & Co Wealth Management sold out of ABB Ltd (ABB) in Q2 2022, closing a stake of 120 shares — an estimated $4.6K sold.

Bartlett & Co Wealth Management first reported a position in ABB in Q1 2018 and held it in 16 quarters. The position peaked at $323K in Q1 2018. 444 funds tracked by Wall St. Rank hold ABB as of Q2 2022.

Bartlett & Co Wealth Management reported no remaining ABB Ltd position as of Q2 2022 after selling out during the quarter.
Bartlett & Co Wealth Management sold 120 ABB Ltd shares in Q2 2022, an estimated $4.6K.
Bartlett & Co Wealth Management first reported a position in ABB Ltd in Q1 2018 and held it in 16 quarters.
Bartlett & Co Wealth Management's ABB Ltd position peaked at $323K in Q1 2018.
444 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2022, filed 14 Feb 2024.