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Beacon Pointe Wealth Advisors’s Abbott ABT Stock Holding History

Beacon Pointe 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
2019
Q3 		– Sell
-4,114
Closed -$346K – 258
2019
Q2 		$346K Buy
4,114
+110
+3% +$8.66K 0.07% 196
2019
Q1 		$321K Buy
4,004
+160
+4% +$11.9K 0.07% 200
2018
Q4 		$277K Buy
+3,844
New +$270K 0.1% 179

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's ABT Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of Abbott (ABT) in Q3 2019, closing a stake of 4,114 shares — an estimated $346K sold.

Beacon Pointe Wealth Advisors first reported a position in ABT in Q4 2018 and held it in 3 quarters. The position peaked at $346K in Q2 2019. 2,029 funds tracked by Wall St. Rank hold ABT as of Q3 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Abbott position as of Q3 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 4,114 Abbott shares in Q3 2019, an estimated $346K.
  • Beacon Pointe Wealth Advisors first reported a position in Abbott in Q4 2018 and held it in 3 quarters.
  • Beacon Pointe Wealth Advisors's Abbott position peaked at $346K in Q2 2019.
  • 2,029 funds tracked by Wall St. Rank held Abbott as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.