Cascade Investment Advisors’s AbbVie ABBV Stock Holding History

Cascade 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
2023 Q2	–	Sell	-406	Closed	-$64.7K	–	111
2023 Q1	$64.7K	Buy	+406	New	+$62.1K	0.05%	133
2022 Q3	–	Sell	-406	Closed	-$62.2K	–	107
2022 Q2	$62.2K	Hold	406	–	–	0.05%	137
2022 Q1	$65.8K	Buy	406 +250	+160%	+$36.3K	0.04%	150
2021 Q4	$21.1K	Hold	156	–	–	0.01%	210
2021 Q3	$16.8K	Hold	156	–	–	0.01%	212
2021 Q2	$17.6K	Hold	156	–	–	0.01%	211
2021 Q1	$16.9K	Hold	156	–	–	0.01%	211
2020 Q4	$16.7K	Hold	156	–	–	0.01%	209
2020 Q3	$13.7K	Hold	156	–	–	0.01%	207
2020 Q2	$15.3K	Buy	156 +56	+56%	+$4.93K	0.01%	193
2020 Q1	$7.62K	Hold	100	–	–	0.01%	218
2019 Q4	$8.85K	Hold	100	–	–	0.01%	232
2019 Q3	$7.57K	Hold	100	–	–	0.01%	238
2019 Q2	$7.27K	Hold	100	–	–	0.01%	226
2019 Q1	$8.06K	Hold	100	–	–	0.01%	209
2018 Q4	$9.22K	Hold	100	–	–	0.01%	202
2018 Q3	$9.46K	Hold	100	–	–	0.01%	185
2018 Q2	$9.27K	Sell	100 -330	-77%	-$32.2K	0.01%	183
2018 Q1	$40.7K	Hold	430	–	–	0.03%	132
2017 Q4	$41.6K	Hold	430	–	–	0.03%	133
2017 Q3	$38.2K	Hold	430	–	–	0.03%	132
2017 Q2	$31.2K	Hold	430	–	–	0.03%	134
2017 Q1	$28K	Buy	430 +100	+30%	+$6.29K	0.02%	123
2016 Q4	$20.7K	Buy	+330	New	+$20.1K	0.02%	134
2016 Q2	$20.4K	Buy	+330	New	+$20.1K	0.02%	128

Other funds holding ABBV

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Cascade Investment Advisors's ABBV Position: Q2 2023 in Review

Cascade Investment Advisors sold out of AbbVie (ABBV) in Q2 2023, closing a stake of 406 shares — an estimated $64.7K sold.

Cascade Investment Advisors first reported a position in ABBV in Q2 2016 and held it in 25 quarters. The position peaked at $65.8K in Q1 2022. 3,076 funds tracked by Wall St. Rank hold ABBV as of Q2 2023.

Cascade Investment Advisors reported no remaining AbbVie position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 406 AbbVie shares in Q2 2023, an estimated $64.7K.
Cascade Investment Advisors first reported a position in AbbVie in Q2 2016 and held it in 25 quarters.
Cascade Investment Advisors's AbbVie position peaked at $65.8K in Q1 2022.
3,076 funds tracked by Wall St. Rank held AbbVie as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.