BWL
ABB

Bogart Wealth LLC’s ABB Ltd ABB Stock Holding History

Bogart Wealth LLC’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
-380
Closed -$13K – 1152
2023
Q1 		$13K Buy
+380
New +$12.7K ﹤0.01% 541
2018
Q2 		– Sell
-57
Closed -$1K – 380
2018
Q1 		$1K Hold
57
– – ﹤0.01% 342
2017
Q4 		$2K Hold
57
– – ﹤0.01% 305
2017
Q3 		$1K Buy
+57
New +$1.36K ﹤0.01% 325

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

Bogart Wealth LLC's ABB Position: Q2 2023 in Review

Bogart Wealth LLC sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 380 shares — an estimated $13K sold.

Bogart Wealth LLC first reported a position in ABB in Q3 2017 and held it in 4 quarters. The position peaked at $13K in Q1 2023. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Bogart Wealth LLC reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 380 ABB Ltd shares in Q2 2023, an estimated $13K.
  • Bogart Wealth LLC first reported a position in ABB Ltd in Q3 2017 and held it in 4 quarters.
  • Bogart Wealth LLC's ABB Ltd position peaked at $13K in Q1 2023.
  • 134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.