Capital Advisors Ltd’s ABB Ltd ABB Stock Holding History

Capital Advisors Ltd’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	-300	Closed	-$10K	–	1608
2023 Q1	$10K	Hold	300	–	–	﹤0.01%	569
2022 Q4	$9K	Hold	300	–	–	﹤0.01%	580
2022 Q3	$8K	Hold	300	–	–	﹤0.01%	578
2022 Q2	$8K	Hold	300	–	–	﹤0.01%	538
2022 Q1	$10K	Hold	300	–	–	﹤0.01%	531
2021 Q4	$11K	Hold	300	–	–	﹤0.01%	515
2021 Q3	$10K	Hold	300	–	–	﹤0.01%	439
2021 Q2	$10K	Hold	300	–	–	﹤0.01%	420
2021 Q1	$9K	Hold	300	–	–	﹤0.01%	419
2020 Q4	$8K	Hold	300	–	–	﹤0.01%	399
2020 Q3	$8K	Hold	300	–	–	﹤0.01%	396
2020 Q2	$7K	Hold	300	–	–	﹤0.01%	397
2020 Q1	$5K	Hold	300	–	–	﹤0.01%	411
2019 Q4	$7K	Hold	300	–	–	﹤0.01%	373
2019 Q3	$6K	Hold	300	–	–	﹤0.01%	373
2019 Q2	$6K	Hold	300	–	–	﹤0.01%	402
2019 Q1	$6K	Hold	300	–	–	﹤0.01%	399
2018 Q4	$6K	Hold	300	–	–	﹤0.01%	401
2018 Q3	$7K	Hold	300	–	–	﹤0.01%	434
2018 Q2	$7K	Hold	300	–	–	﹤0.01%	355
2018 Q1	$7K	Hold	300	–	–	﹤0.01%	348
2017 Q4	$8K	Hold	300	–	–	﹤0.01%	341
2017 Q3	$7K	Hold	300	–	–	﹤0.01%	350
2017 Q2	$7K	Hold	300	–	–	﹤0.01%	351
2017 Q1	$7K	Hold	300	–	–	﹤0.01%	330
2016 Q4	$6K	Hold	300	–	–	﹤0.01%	328
2016 Q3	$7K	Hold	300	–	–	﹤0.01%	314
2016 Q2	$6K	Hold	300	–	–	﹤0.01%	304
2016 Q1	$6K	Hold	300	–	–	﹤0.01%	297
2015 Q4	$5K	Hold	300	–	–	﹤0.01%	297
2015 Q3	$5K	Hold	300	–	–	﹤0.01%	291
2015 Q2	$6K	Hold	300	–	–	﹤0.01%	305
2015 Q1	$6K	Hold	300	–	–	﹤0.01%	292
2014 Q4	$6K	Hold	300	–	–	﹤0.01%	281
2014 Q3	$6K	Hold	300	–	–	﹤0.01%	282
2014 Q2	$7K	Hold	300	–	–	﹤0.01%	287
2014 Q1	$8K	Hold	300	–	–	﹤0.01%	287
2013 Q4	$8K	Buy	+300	New	+$7.47K	0.01%	253

Other funds holding ABB

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 New York $65.2B AUM 31.44% 1-Year Est. Return

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 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

Capital Advisors Ltd's ABB Position: Q2 2023 in Review

Capital Advisors Ltd sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 300 shares — an estimated $10K sold.

Capital Advisors Ltd first reported a position in ABB in Q4 2013 and held it in 38 quarters. The position peaked at $11K in Q4 2021. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Capital Advisors Ltd reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Capital Advisors Ltd sold 300 ABB Ltd shares in Q2 2023, an estimated $10K.
Capital Advisors Ltd first reported a position in ABB Ltd in Q4 2013 and held it in 38 quarters.
Capital Advisors Ltd's ABB Ltd position peaked at $11K in Q4 2021.
134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.