BOPW
ABB

Brandywine Oak Private Wealth’s ABB Ltd ABB Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-5,664
Closed -$216K – 363
2021
Q4 		$216K Sell
5,664
-648
-10% -$22.7K 0.02% 329
2021
Q3 		$206K Sell
6,312
-261
-4% -$9.48K 0.02% 327
2021
Q2 		$223K Sell
6,573
-1,455
-18% -$48.6K 0.03% 319
2021
Q1 		$244K Sell
8,028
-366
-4% -$11K 0.04% 241
2020
Q4 		$234K Sell
8,394
-2,268
-21% -$60.5K 0.04% 244
2020
Q3 		$271K Sell
10,662
-1,625
-13% -$41.5K 0.05% 197
2020
Q2 		$277K Buy
12,287
+2,154
+21% +$41.4K 0.05% 182
2020
Q1 		$177K Sell
10,133
-3,042
-23% -$66.4K 0.04% 209
2019
Q4 		$317K Sell
13,175
-1,055
-7% -$22.6K 0.06% 174
2019
Q3 		$279K Sell
14,230
-3,966
-22% -$75.7K 0.05% 176
2019
Q2 		$364K Sell
18,196
-517
-3% -$10.1K 0.07% 140
2019
Q1 		$353K Buy
18,713
+204
+1% +$3.95K 0.07% 135
2018
Q4 		$352K Buy
+18,509
New +$375K 0.08% 120

Other funds holding ABB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Brandywine Oak Private Wealth's ABB Position: Q1 2022 in Review

Brandywine Oak Private Wealth sold out of ABB Ltd (ABB) in Q1 2022, closing a stake of 5,664 shares — an estimated $216K sold.

Brandywine Oak Private Wealth first reported a position in ABB in Q4 2018 and held it in 13 quarters. The position peaked at $364K in Q2 2019. 448 funds tracked by Wall St. Rank hold ABB as of Q1 2022.

  • Brandywine Oak Private Wealth reported no remaining ABB Ltd position as of Q1 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 5,664 ABB Ltd shares in Q1 2022, an estimated $216K.
  • Brandywine Oak Private Wealth first reported a position in ABB Ltd in Q4 2018 and held it in 13 quarters.
  • Brandywine Oak Private Wealth's ABB Ltd position peaked at $364K in Q2 2019.
  • 448 funds tracked by Wall St. Rank held ABB Ltd as of Q1 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2022, filed 2 May 2022.