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Beacon Harbor Wealth Advisors’s Abbott ABT Stock Holding History

Beacon Harbor 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
2021
Q2 		– Sell
-33,121
Closed -$3.97M – 69
2021
Q1 		$3.97M Buy
+33,121
New +$3.92M 1.58% 29

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Harbor Wealth Advisors's ABT Position: Q2 2021 in Review

Beacon Harbor Wealth Advisors sold out of Abbott (ABT) in Q2 2021, closing a stake of 33,121 shares — an estimated $3.97M sold.

Beacon Harbor Wealth Advisors first reported a position in ABT in Q1 2021 and held it in 1 quarter. The position peaked at $3.97M in Q1 2021. 2,503 funds tracked by Wall St. Rank hold ABT as of Q2 2021.

  • Beacon Harbor Wealth Advisors reported no remaining Abbott position as of Q2 2021 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 33,121 Abbott shares in Q2 2021, an estimated $3.97M.
  • Beacon Harbor Wealth Advisors first reported a position in Abbott in Q1 2021 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Abbott position peaked at $3.97M in Q1 2021.
  • 2,503 funds tracked by Wall St. Rank held Abbott as of Q2 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.