BerganKDV Wealth Management’s ABB Ltd ABB Stock Holding History

BerganKDV Wealth 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
2022 Q3	–	Sell	-285	Closed	-$8K	–	1096
2022 Q2	$8K	Hold	285	–	–	﹤0.01%	632
2022 Q1	$9K	Hold	285	–	–	﹤0.01%	636
2021 Q4	$11K	Hold	285	–	–	﹤0.01%	653
2021 Q3	$10K	Buy	+285	New	+$10.3K	﹤0.01%	639
2020 Q2	–	Sell	-160	Closed	-$3K	–	1124
2020 Q1	$3K	Hold	160	–	–	﹤0.01%	703
2019 Q4	$4K	Hold	160	–	–	﹤0.01%	686
2019 Q3	$3K	Hold	160	–	–	﹤0.01%	620
2019 Q2	$3K	Hold	160	–	–	﹤0.01%	651
2019 Q1	$3K	Hold	160	–	–	﹤0.01%	647
2018 Q4	$3K	Buy	+160	New	+$3.24K	﹤0.01%	602

Other funds holding ABB

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return