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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return