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Carl Stuart Investment Advisor’s AbbVie ABBV Stock Holding History

Carl Stuart Investment Advisor’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
2023
Q2 		– Sell
-600
Closed -$1.33M – 24
2023
Q1 		$1.33M Buy
+600
New +$91.7K 1.27% 12
2022
Q2 		– Sell
-600
Closed -$973K – 26
2022
Q1 		$973K Buy
+600
New +$87.2K 0.07% 47

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carl Stuart Investment Advisor's ABBV Position: Q2 2023 in Review

Carl Stuart Investment Advisor sold out of AbbVie (ABBV) in Q2 2023, closing a stake of 600 shares — an estimated $1.33M sold.

Carl Stuart Investment Advisor first reported a position in ABBV in Q1 2022 and held it in 2 quarters. The position peaked at $1.33M in Q1 2023. 3,076 funds tracked by Wall St. Rank hold ABBV as of Q2 2023.

  • Carl Stuart Investment Advisor reported no remaining AbbVie position as of Q2 2023 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 600 AbbVie shares in Q2 2023, an estimated $1.33M.
  • Carl Stuart Investment Advisor first reported a position in AbbVie in Q1 2022 and held it in 2 quarters.
  • Carl Stuart Investment Advisor's AbbVie position peaked at $1.33M in Q1 2023.
  • 3,076 funds tracked by Wall St. Rank held AbbVie as of Q2 2023.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2023, filed 19 Jul 2023.