BW
ABX

Bison Wealth’s Abacus Global Management ABX Stock Holding History

Bison Wealth’s Portfolio ABX Stock Details ABX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$479K Buy
61,125
+50,800
+492% +$435K 0.11% 162
2024
Q3 		$104K Buy
+10,325
New +$101K 0.02% 407

Other funds holding ABX

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bison Wealth's ABX Position: Q4 2024 in Review

Bison Wealth increased its Abacus Global Management (ABX) stake by 492% in Q4 2024, buying an estimated $435K and bringing the position to 61,125 shares worth $479K. The position accounts for 0.11% of the portfolio, ranked #162.

Bison Wealth first reported a position in ABX in Q3 2024 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold ABX as of Q4 2024.

  • Bison Wealth held 61,125 shares of Abacus Global Management worth $479K as of Q4 2024.
  • Bison Wealth bought 50,800 Abacus Global Management shares in Q4 2024, an estimated $435K.
  • Abacus Global Management made up 0.11% of Bison Wealth's portfolio in Q4 2024, its #162 holding.
  • Bison Wealth first reported a position in Abacus Global Management in Q3 2024 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Abacus Global Management as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.