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Benchmark Investment Advisors’s AbbVie ABBV Stock Holding History

Benchmark Investment 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
2024
Q1 		– Sell
-4,603
Closed -$713K – 91
2023
Q4 		$713K Sell
4,603
-69
-1% -$10.1K 0.66% 42
2023
Q3 		$696K Sell
4,672
-836
-15% -$123K 0.7% 43
2023
Q2 		$742K Buy
5,508
+1,888
+52% +$277K 0.68% 44
2023
Q1 		$577K Sell
3,620
-561
-13% -$85.8K 0.59% 51
2022
Q4 		$676K Buy
4,181
+388
+10% +$59.5K 0.71% 49
2022
Q3 		$509K Sell
3,793
-1,366
-26% -$196K 0.55% 52
2022
Q2 		$790K Buy
5,159
+1,865
+57% +$285K 0.82% 42
2022
Q1 		$534K Buy
+3,294
New +$478K 0.4% 65

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Benchmark Investment Advisors's ABBV Position: Q1 2024 in Review

Benchmark Investment Advisors sold out of AbbVie (ABBV) in Q1 2024, closing a stake of 4,603 shares — an estimated $713K sold.

Benchmark Investment Advisors first reported a position in ABBV in Q1 2022 and held it in 8 quarters. The position peaked at $790K in Q2 2022. 3,379 funds tracked by Wall St. Rank hold ABBV as of Q1 2024.

  • Benchmark Investment Advisors reported no remaining AbbVie position as of Q1 2024 after selling out during the quarter.
  • Benchmark Investment Advisors sold 4,603 AbbVie shares in Q1 2024, an estimated $713K.
  • Benchmark Investment Advisors first reported a position in AbbVie in Q1 2022 and held it in 8 quarters.
  • Benchmark Investment Advisors's AbbVie position peaked at $790K in Q2 2022.
  • 3,379 funds tracked by Wall St. Rank held AbbVie as of Q1 2024.

Based on Benchmark Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.