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BDO Wealth Advisors’s Abbott ABT Stock Holding History

BDO Wealth Advisors’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$924K Buy
8,474
+616
+8% +$65.7K 0.11% 139
2023
Q1 		$796K Sell
7,858
-330
-4% -$34.8K 0.1% 139
2022
Q4 		$899K Buy
8,188
+765
+10% +$79.2K 0.11% 136
2022
Q3 		$718K Sell
7,423
-500
-6% -$53.3K 0.1% 146
2022
Q2 		$861K Sell
7,923
-1,260
-14% -$143K 0.11% 135
2022
Q1 		$1.09M Buy
9,183
+195
+2% +$24.2K 0.12% 124
2021
Q4 		$1.26M Buy
8,988
+301
+3% +$38.5K 0.13% 121
2021
Q3 		$1.03M Buy
8,687
+665
+8% +$81.7K 0.11% 130
2021
Q2 		$930K Buy
8,022
+381
+5% +$44.4K 0.1% 135
2021
Q1 		$916K Buy
7,641
+985
+15% +$117K 0.11% 136
2020
Q4 		$729K Buy
6,656
+34
+0.5% +$3.7K 0.1% 128
2020
Q3 		$721K Sell
6,622
-46
-0.7% -$4.67K 0.12% 114
2020
Q2 		$610K Buy
6,668
+96
+1% +$8.68K 0.11% 121
2020
Q1 		$519K Buy
6,572
+2,228
+51% +$186K 0.1% 118
2019
Q4 		$377K Sell
4,344
-9
-0.2% -$754 0.1% 126
2019
Q3 		$364K Buy
4,353
+238
+6% +$20.2K 0.09% 133
2019
Q2 		$346K Buy
4,115
+335
+9% +$26.4K 0.09% 135
2019
Q1 		$302K Buy
3,780
+968
+34% +$72K 0.09% 138
2018
Q4 		$203K Buy
2,812
+1,128
+67% +$79.3K 0.07% 147
2018
Q3 		$124K Buy
1,684
+250
+17% +$16.4K 0.04% 197
2018
Q2 		$87K Buy
1,434
+158
+12% +$9.58K 0.03% 227
2018
Q1 		$76K Buy
1,276
+673
+112% +$40.6K 0.03% 203
2017
Q4 		$34K Buy
603
+37
+7% +$2.05K 0.02% 237
2017
Q3 		$30K Sell
566
-420
-43% -$21.1K 0.01% 229
2017
Q2 		$48K Buy
+986
New +$44.6K 0.02% 236

Other funds holding ABT

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

BDO Wealth Advisors increased its Abbott (ABT) stake by 7.8% in Q2 2023, buying an estimated $65.7K and bringing the position to 8,474 shares worth $924K. The position accounts for 0.11% of the portfolio, ranked #139.

BDO Wealth Advisors first reported a position in ABT in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.26M in Q4 2021. 2,737 funds tracked by Wall St. Rank hold ABT as of Q2 2023.

  • BDO Wealth Advisors held 8,474 shares of Abbott worth $924K as of Q2 2023.
  • BDO Wealth Advisors bought 616 Abbott shares in Q2 2023, an estimated $65.7K.
  • Abbott made up 0.11% of BDO Wealth Advisors's portfolio in Q2 2023, its #139 holding.
  • BDO Wealth Advisors first reported a position in Abbott in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Abbott position peaked at $1.26M in Q4 2021.
  • 2,737 funds tracked by Wall St. Rank held Abbott as of Q2 2023.

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