Castle Wealth Management’s ABB Ltd ABB Stock Holding History

Castle Wealth Management’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
2022 Q4	–	Sell	-135	Closed	-$3K	–	709
2022 Q3	$3K	Hold	135	–	–	﹤0.01%	559
2022 Q2	$4K	Buy	+135	New	+$4.01K	﹤0.01%	523

Other funds holding ABB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Castle Wealth Management's ABB Position: Q4 2022 in Review

Castle Wealth Management sold out of ABB Ltd (ABB) in Q4 2022, closing a stake of 135 shares — an estimated $3K sold.

Castle Wealth Management first reported a position in ABB in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 453 funds tracked by Wall St. Rank hold ABB as of Q4 2022.

Castle Wealth Management reported no remaining ABB Ltd position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 135 ABB Ltd shares in Q4 2022, an estimated $3K.
Castle Wealth Management first reported a position in ABB Ltd in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's ABB Ltd position peaked at $4K in Q2 2022.
453 funds tracked by Wall St. Rank held ABB Ltd as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.