BWP
ABB

BSW Wealth Partners’s ABB Ltd ABB Stock Holding History

BSW Wealth Partners’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
-26,111
Closed -$896K – 324
2023
Q1 		$896K Sell
26,111
-2,073
-7% -$69.5K 0.18% 77
2022
Q4 		$858K Buy
28,184
+6,882
+32% +$200K 0.18% 76
2022
Q3 		$547K Sell
21,302
-2,189
-9% -$61.5K 0.13% 105
2022
Q2 		$628K Buy
23,491
+1,329
+6% +$39.5K 0.15% 95
2022
Q1 		$717K Buy
22,162
+4,747
+27% +$166K 0.18% 89
2021
Q4 		$665K Buy
17,415
+258
+2% +$9.05K 0.17% 91
2021
Q3 		$572K Buy
17,157
+3,157
+23% +$115K 0.16% 94
2021
Q2 		$476K Buy
14,000
+2,963
+27% +$99K 0.13% 101
2021
Q1 		$336K Buy
11,037
+1,947
+21% +$58.5K 0.1% 128
2020
Q4 		$254K Buy
9,090
+784
+9% +$20.9K 0.08% 142
2020
Q3 		$211K Sell
8,306
-1,303
-14% -$33.3K 0.08% 133
2020
Q2 		$217K Buy
+9,609
New +$185K 0.07% 128

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

BSW Wealth Partners's ABB Position: Q2 2023 in Review

BSW Wealth Partners sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 26,111 shares — an estimated $896K sold.

BSW Wealth Partners first reported a position in ABB in Q2 2020 and held it in 12 quarters. The position peaked at $896K in Q1 2023. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • BSW Wealth Partners reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 26,111 ABB Ltd shares in Q2 2023, an estimated $896K.
  • BSW Wealth Partners first reported a position in ABB Ltd in Q2 2020 and held it in 12 quarters.
  • BSW Wealth Partners's ABB Ltd position peaked at $896K in Q1 2023.
  • 134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.