Baystate Wealth Management’s ABB Ltd ABB Stock Holding History

Baystate 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
2023 Q2	–	Sell	-86	Closed	-$2.98K	–	1094
2023 Q1	$2.98K	Buy	86 +53	+161%	+$1.78K	﹤0.01%	771
2022 Q4	$1K	Hold	33	–	–	﹤0.01%	931
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	875
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	890
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	867
2021 Q4	$1K	Hold	33	–	–	﹤0.01%	865
2021 Q3	$1K	Hold	33	–	–	﹤0.01%	823
2021 Q2	$1K	Hold	33	–	–	﹤0.01%	789
2021 Q1	$1K	Buy	+33	New	+$991	﹤0.01%	716
2019 Q2	–	Sell	-1,000	Closed	-$21K	–	684
2019 Q1	$21K	Hold	1,000	–	–	﹤0.01%	306
2018 Q4	$19K	Hold	1,000	–	–	﹤0.01%	310
2018 Q3	$22K	Hold	1,000	–	–	﹤0.01%	295
2018 Q2	$22K	Hold	1,000	–	–	﹤0.01%	277
2018 Q1	$24K	Hold	1,000	–	–	﹤0.01%	270
2017 Q4	$28K	Buy	1,000 +900	+900%	+$23.1K	﹤0.01%	258
2017 Q3	$25K	Sell	100 -900	-90%	-$21.5K	﹤0.01%	259
2017 Q2	$25K	Hold	1,000	–	–	﹤0.01%	251
2017 Q1	$23K	Hold	1,000	–	–	﹤0.01%	259
2016 Q4	$21K	Buy	+1,000	New	+$21.3K	﹤0.01%	225
2013 Q3	–	Sell	-1,000	Closed	-$22K	–	240
2013 Q2	$22K	Buy	+1,000	New	+$22.1K	0.01%	150

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

KCM

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

GCAC

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BCM

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

Baystate Wealth Management's ABB Position: Q2 2023 in Review

Baystate Wealth Management sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 86 shares — an estimated $2.98K sold.

Baystate Wealth Management first reported a position in ABB in Q2 2013 and held it in 20 quarters. The position peaked at $28K in Q4 2017. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Baystate Wealth Management reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Baystate Wealth Management sold 86 ABB Ltd shares in Q2 2023, an estimated $2.98K.
Baystate Wealth Management first reported a position in ABB Ltd in Q2 2013 and held it in 20 quarters.
Baystate Wealth Management's ABB Ltd position peaked at $28K in Q4 2017.
134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Baystate Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.