BT Wealth Management’s Abbott ABT Stock Holding History

BT Wealth Management’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 Q2	–	Sell	-1,867	Closed	-$221K	–	66
2022 Q1	$221K	Buy	1,867 +20	+1%	+$2.48K	0.06%	64
2021 Q4	$260K	Buy	1,847 +118	+7%	+$15.1K	0.07%	60
2021 Q3	$204K	Hold	1,729	–	–	0.06%	53
2021 Q2	$200K	Buy	+1,729	New	+$202K	0.06%	57
2021 Q1	–	Sell	-6,350	Closed	-$695K	–	63
2020 Q4	$695K	Hold	6,350	–	–	0.26%	29
2020 Q3	$691K	Hold	6,350	–	–	0.3%	27
2020 Q2	$581K	Hold	6,350	–	–	0.29%	29
2020 Q1	$501K	Sell	6,350 -2,000	-24%	-$167K	0.29%	29
2019 Q4	$725K	Hold	8,350	–	–	0.37%	29
2019 Q3	$699K	Hold	8,350	–	–	0.39%	27
2019 Q2	$706K	Sell	8,350 -770	-8%	-$60.6K	0.41%	27
2019 Q1	$729K	Sell	9,120 -3,012	-25%	-$224K	0.43%	28
2018 Q4	$897K	Buy	+12,132	New	+$853K	0.39%	34

Other funds holding ABT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BT Wealth Management's ABT Position: Q2 2022 in Review

BT Wealth Management sold out of Abbott (ABT) in Q2 2022, closing a stake of 1,867 shares — an estimated $221K sold.

BT Wealth Management first reported a position in ABT in Q4 2018 and held it in 13 quarters. The position peaked at $897K in Q4 2018. 2,696 funds tracked by Wall St. Rank hold ABT as of Q2 2022.

BT Wealth Management reported no remaining Abbott position as of Q2 2022 after selling out during the quarter.
BT Wealth Management sold 1,867 Abbott shares in Q2 2022, an estimated $221K.
BT Wealth Management first reported a position in Abbott in Q4 2018 and held it in 13 quarters.
BT Wealth Management's Abbott position peaked at $897K in Q4 2018.
2,696 funds tracked by Wall St. Rank held Abbott as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.