BTR Capital Management’s AbbVie ABBV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$2.38M Sell
17,765
-100
-0.6% -$14.3K 0.37% 52
2022
Q2
$2.74M Sell
17,865
-1,573
-8% -$240K 0.39% 52
2022
Q1
$3.15M Sell
19,438
-227
-1% -$33K 0.39% 52
2021
Q4
$2.66M Buy
19,665
+1,395
+8% +$165K 0.3% 54
2021
Q3
$1.97M Sell
18,270
-90
-0.5% -$10.3K 0.24% 58
2021
Q2
$2.07M Buy
18,360
+1,423
+8% +$160K 0.26% 57
2021
Q1
$1.83M Sell
16,937
-550
-3% -$58.8K 0.27% 58
2020
Q4
$1.87M Buy
17,487
+1,058
+6% +$102K 0.29% 55
2020
Q3
$1.44M Sell
16,429
-1,597
-9% -$150K 0.25% 59
2020
Q2
$1.77M Buy
18,026
+250
+1% +$22K 0.33% 52
2020
Q1
$1.35M Sell
17,776
-2,467
-12% -$210K 0.3% 58
2019
Q4
$1.79M Hold
20,243
0.31% 58
2019
Q3
$1.53M Sell
20,243
-40
-0.2% -$2.74K 0.29% 65
2019
Q2
$1.48M Sell
20,283
-1,405
-6% -$110K 0.27% 68
2019
Q1
$1.75M Sell
21,688
-1,495
-6% -$122K 0.34% 60
2018
Q4
$2.14M Sell
23,183
-2,120
-8% -$186K 0.45% 51
2018
Q3
$2.39M Buy
25,303
+1,400
+6% +$133K 0.42% 50
2018
Q2
$2.21M Sell
23,903
-585
-2% -$57.1K 0.43% 50
2018
Q1
$2.32M Buy
24,488
+1,810
+8% +$199K 0.46% 47
2017
Q4
$2.19M Sell
22,678
-298
-1% -$28.1K 0.43% 49
2017
Q3
$2.04M Sell
22,976
-1,225
-5% -$93.3K 0.42% 50
2017
Q2
$1.75M Sell
24,201
-6,665
-22% -$448K 0.36% 54
2017
Q1
$2.01M Sell
30,866
-24,640
-44% -$1.55M 0.42% 51
2016
Q4
$3.5M Hold
55,506
0.79% 42
2016
Q3
$3.5M Sell
55,506
-15,351
-22% -$994K 0.79% 42
2016
Q2
$4.39M Sell
70,857
-1,585
-2% -$96.6K 1.01% 39
2016
Q1
$4.14M Sell
72,442
-15
-0% -$836 0.96% 40
2015
Q4
$4.29M Sell
72,457
-11,388
-14% -$656K 0.98% 39
2015
Q3
$4.56M Buy
83,845
+1,926
+2% +$125K 1.09% 36
2015
Q2
$5.5M Sell
81,919
-5,521
-6% -$360K 1.3% 28
2015
Q1
$5.12M Buy
87,440
+860
+1% +$52K 1.24% 28
2014
Q4
$5.67M Sell
86,580
-4,955
-5% -$312K 1.55% 24
2014
Q3
$5.29M Buy
91,535
+18,935
+26% +$1.05M 1.46% 28
2014
Q2
$4.1M Buy
72,600
+1,875
+3% +$98.4K 1.12% 37
2014
Q1
$3.63M Buy
70,725
+2,175
+3% +$110K 1.06% 38
2013
Q4
$3.62M Buy
68,550
+1,850
+3% +$90.9K 1.03% 36
2013
Q3
$2.98M Buy
66,700
+7,525
+13% +$334K 0.94% 41
2013
Q2
$2.45M Buy
+59,175
New +$2.59M 0.76% 46

Other funds holding ABBV

BTR Capital Management's ABBV Position: Q3 2022 in Review

BTR Capital Management reduced its AbbVie (ABBV) stake by 0.56% in Q3 2022, selling an estimated $14.3K and leaving 17,765 shares worth $2.38M. The position accounts for 0.37% of the portfolio, ranked #52.

BTR Capital Management first reported a position in ABBV in Q2 2013 and has held it in 38 quarters since. The position peaked at $5.67M in Q4 2014. 2,968 funds tracked by Wall St. Rank hold ABBV as of Q3 2022.

  • BTR Capital Management held 17,765 shares of AbbVie worth $2.38M as of Q3 2022.
  • BTR Capital Management sold 100 AbbVie shares in Q3 2022, an estimated $14.3K.
  • AbbVie made up 0.37% of BTR Capital Management's portfolio in Q3 2022, its #52 holding.
  • BTR Capital Management first reported a position in AbbVie in Q2 2013 and has held it in 38 quarters since.
  • BTR Capital Management's AbbVie position peaked at $5.67M in Q4 2014.
  • 2,968 funds tracked by Wall St. Rank held AbbVie as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.