CWM
ABB

Catalyst Wealth Management’s ABB Ltd ABB Stock Holding History

Catalyst 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
2023
Q1 		$691K Buy
20,140
+4,088
+25% +$137K 0.65% 66
2022
Q4 		$489K Buy
+16,052
New +$467K 0.46% 74

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Catalyst Wealth Management's ABB Position: Q1 2023 in Review

Catalyst Wealth Management increased its ABB Ltd (ABB) stake by 25% in Q1 2023, buying an estimated $137K and bringing the position to 20,140 shares worth $691K. The position accounts for 0.65% of the portfolio, ranked #66.

Catalyst Wealth Management first reported a position in ABB in Q4 2022 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold ABB as of Q1 2023.

  • Catalyst Wealth Management held 20,140 shares of ABB Ltd worth $691K as of Q1 2023.
  • Catalyst Wealth Management bought 4,088 ABB Ltd shares in Q1 2023, an estimated $137K.
  • ABB Ltd made up 0.65% of Catalyst Wealth Management's portfolio in Q1 2023, its #66 holding.
  • Catalyst Wealth Management first reported a position in ABB Ltd in Q4 2022 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held ABB Ltd as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.