Capital Directions Investment Advisors’s AbbVie ABBV Stock Holding History

Capital Directions Investment Advisors’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$18.3K	Buy	+113	New	+$17.3K	0.01%	180
2022 Q3	–	Hold	0	–	–	–	59
2022 Q2	–	Sell	-633	Closed	-$103K	–	247
2022 Q1	$103K	Buy	+633	New	+$92K	0.03%	97
2021 Q4	–	Sell	-501	Closed	-$54K	–	70
2021 Q3	$54K	Sell	501 -100	-17%	-$11.4K	0.02%	134
2021 Q2	$68K	Buy	+601	New	+$67.7K	0.02%	103
2021 Q1	–	Sell	-822	Closed	-$88K	–	197
2020 Q4	$88K	Hold	822	–	–	0.03%	83
2020 Q3	$72K	Hold	822	–	–	0.03%	87
2020 Q2	$81K	Hold	822	–	–	0.03%	81
2020 Q1	$63K	Hold	822	–	–	0.03%	94
2019 Q4	$73K	Buy	+822	New	+$68.2K	0.02%	110

Other funds holding ABBV

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Capital Directions Investment Advisors's ABBV Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in AbbVie (ABBV) in Q4 2022: 113 shares worth $18.3K. The stake represents 0.01% of the portfolio and ranks #180 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in ABBV as recently as Q1 2022.

Capital Directions Investment Advisors first reported a position in ABBV in Q4 2019 and has held it in 9 quarters since. The position peaked at $103K in Q1 2022. 3,168 funds tracked by Wall St. Rank hold ABBV as of Q4 2022.

Capital Directions Investment Advisors held 113 shares of AbbVie worth $18.3K as of Q4 2022.
AbbVie was a new Capital Directions Investment Advisors position in Q4 2022.
AbbVie made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #180 holding.
Capital Directions Investment Advisors first reported a position in AbbVie in Q4 2019 and has held it in 9 quarters since.
Capital Directions Investment Advisors's AbbVie position peaked at $103K in Q1 2022.
3,168 funds tracked by Wall St. Rank held AbbVie as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.