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BDO Wealth Advisors’s AbbVie ABBV Stock Holding History

BDO Wealth Advisors’s Portfolio ABBV Stock Details ABBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$924K Buy
6,855
+2,779
+68% +$408K 0.11% 140
2023
Q1 		$650K Hold
4,076
– – 0.08% 151
2022
Q4 		$659K Sell
4,076
-229
-5% -$35.1K 0.08% 156
2022
Q3 		$578K Sell
4,305
-125
-3% -$17.9K 0.08% 158
2022
Q2 		$678K Sell
4,430
-77
-2% -$11.8K 0.08% 148
2022
Q1 		$731K Sell
4,507
-58
-1% -$8.43K 0.08% 154
2021
Q4 		$618K Sell
4,565
-2,181
-32% -$258K 0.07% 164
2021
Q3 		$728K Buy
6,746
+1,563
+30% +$179K 0.08% 155
2021
Q2 		$584K Buy
5,183
+110
+2% +$12.4K 0.06% 172
2021
Q1 		$549K Buy
5,073
+855
+20% +$91.5K 0.06% 169
2020
Q4 		$452K Buy
4,218
+425
+11% +$40.8K 0.06% 151
2020
Q3 		$332K Sell
3,793
-193
-5% -$18.2K 0.05% 168
2020
Q2 		$391K Sell
3,986
-172
-4% -$15.1K 0.07% 143
2020
Q1 		$317K Buy
4,158
+2,240
+117% +$191K 0.06% 152
2019
Q4 		$170K Buy
1,918
+307
+19% +$25.5K 0.04% 204
2019
Q3 		$122K Buy
1,611
+239
+17% +$16.4K 0.03% 240
2019
Q2 		$100K Hold
1,372
– – 0.03% 247
2019
Q1 		$111K Sell
1,372
-775
-36% -$63.4K 0.03% 216
2018
Q4 		$198K Buy
2,147
+553
+35% +$48.6K 0.07% 148
2018
Q3 		$151K Sell
1,594
-14
-0.9% -$1.33K 0.05% 179
2018
Q2 		$149K Buy
1,608
+106
+7% +$10.4K 0.05% 178
2018
Q1 		$142K Buy
1,502
+162
+12% +$17.8K 0.05% 152
2017
Q4 		$130K Buy
1,340
+21
+2% +$1.98K 0.06% 137
2017
Q3 		$117K Sell
1,319
-265
-17% -$20.2K 0.06% 131
2017
Q2 		$115K Buy
+1,584
New +$106K 0.05% 159

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's ABBV Position: Q2 2023 in Review

BDO Wealth Advisors increased its AbbVie (ABBV) stake by 68% in Q2 2023, buying an estimated $408K and bringing the position to 6,855 shares worth $924K. The position accounts for 0.11% of the portfolio, ranked #140.

BDO Wealth Advisors first reported a position in ABBV in Q2 2017 and has held it in 25 quarters since. 3,076 funds tracked by Wall St. Rank hold ABBV as of Q2 2023.

  • BDO Wealth Advisors held 6,855 shares of AbbVie worth $924K as of Q2 2023.
  • BDO Wealth Advisors bought 2,779 AbbVie shares in Q2 2023, an estimated $408K.
  • AbbVie made up 0.11% of BDO Wealth Advisors's portfolio in Q2 2023, its #140 holding.
  • BDO Wealth Advisors first reported a position in AbbVie in Q2 2017 and has held it in 25 quarters since.
  • 3,076 funds tracked by Wall St. Rank held AbbVie as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.