Brio Consultants’s Abbott ABT Stock Holding History

Brio Consultants’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,463	Closed	-$439K	–	90
2022 Q3	$439K	Buy	+4,463	New	+$476K	0.09%	69

Other funds holding ABT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Brio Consultants's ABT Position: Q4 2022 in Review

Brio Consultants sold out of Abbott (ABT) in Q4 2022, closing a stake of 4,463 shares — an estimated $439K sold.

Brio Consultants first reported a position in ABT in Q3 2022 and held it in 1 quarter. The position peaked at $439K in Q3 2022. 2,765 funds tracked by Wall St. Rank hold ABT as of Q4 2022.

Brio Consultants reported no remaining Abbott position as of Q4 2022 after selling out during the quarter.
Brio Consultants sold 4,463 Abbott shares in Q4 2022, an estimated $439K.
Brio Consultants first reported a position in Abbott in Q3 2022 and held it in 1 quarter.
Brio Consultants's Abbott position peaked at $439K in Q3 2022.
2,765 funds tracked by Wall St. Rank held Abbott as of Q4 2022.

Based on Brio Consultants's 13F filing for Q4 2022, filed 7 Feb 2023.