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	–	1095
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BerganKDV Wealth Management's ABB Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of ABB Ltd (ABB) in Q3 2022, closing a stake of 285 shares — an estimated $8K sold.

BerganKDV Wealth Management first reported a position in ABB in Q4 2018 and held it in 10 quarters. The position peaked at $11K in Q4 2021. 404 funds tracked by Wall St. Rank hold ABB as of Q3 2022.

BerganKDV Wealth Management reported no remaining ABB Ltd position as of Q3 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 285 ABB Ltd shares in Q3 2022, an estimated $8K.
BerganKDV Wealth Management first reported a position in ABB Ltd in Q4 2018 and held it in 10 quarters.
BerganKDV Wealth Management's ABB Ltd position peaked at $11K in Q4 2021.
404 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.