BAM
ABB

Belpointe Asset Management’s ABB Ltd ABB Stock Holding History

Belpointe Asset 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
-5,666
Closed -$194K – 3688
2023
Q1 		$194K Buy
5,666
+233
+4% +$7.81K 0.01% 957
2022
Q4 		$165K Sell
5,433
-3,815
-41% -$111K 0.01% 971
2022
Q3 		$238K Buy
9,248
+138
+2% +$3.88K 0.02% 767
2022
Q2 		$244K Buy
9,110
+383
+4% +$11.4K 0.02% 749
2022
Q1 		$282K Buy
8,727
+24
+0.3% +$837 0.02% 757
2021
Q4 		$332K Sell
8,703
-96
-1% -$3.37K 0.02% 666
2021
Q3 		$293K Sell
8,799
-99
-1% -$3.6K 0.02% 691
2021
Q2 		$303K Sell
8,898
-1,200
-12% -$40.1K 0.02% 658
2021
Q1 		$293K Buy
10,098
+51
+0.5% +$1.53K 0.03% 611
2020
Q4 		$281K Buy
10,047
+2,206
+28% +$58.8K 0.03% 574
2020
Q3 		$200K Buy
7,841
+384
+5% +$9.8K 0.02% 550
2020
Q2 		$169K Buy
7,457
+6
+0.1% +$115 0.02% 573
2020
Q1 		$129K Buy
7,451
+2,037
+38% +$44.5K 0.02% 545
2019
Q4 		$130K Buy
5,414
+43
+0.8% +$921 0.02% 683
2019
Q3 		$106K Hold
5,371
– – 0.02% 659
2019
Q2 		$108K Sell
5,371
-446
-8% -$8.69K 0.02% 582
2019
Q1 		$110K Buy
5,817
+438
+8% +$8.48K 0.02% 429
2018
Q4 		$102K Sell
5,379
-200
-4% -$4.05K 0.03% 492
2018
Q3 		$132K Buy
+5,579
New +$128K 0.02% 565

Other funds holding ABB

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

Belpointe Asset Management's ABB Position: Q2 2023 in Review

Belpointe Asset Management sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 5,666 shares — an estimated $194K sold.

Belpointe Asset Management first reported a position in ABB in Q3 2018 and held it in 19 quarters. The position peaked at $332K in Q4 2021. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Belpointe Asset Management reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 5,666 ABB Ltd shares in Q2 2023, an estimated $194K.
  • Belpointe Asset Management first reported a position in ABB Ltd in Q3 2018 and held it in 19 quarters.
  • Belpointe Asset Management's ABB Ltd position peaked at $332K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.