Castle Financial & Retirement Planning Associates’s AbbVie ABBV Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$25K	Buy	+176	New	+$20.8K	0.08%	47

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's ABBV Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in AbbVie (ABBV) in Q4 2021: 176 shares worth $25K. The stake represents 0.08% of the portfolio and ranks #47 among its holdings.

2,982 funds tracked by Wall St. Rank hold ABBV as of Q4 2021.

Castle Financial & Retirement Planning Associates held 176 shares of AbbVie worth $25K as of Q4 2021.
AbbVie was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
AbbVie made up 0.08% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #47 holding.
2,982 funds tracked by Wall St. Rank held AbbVie as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.