CWM
ABB

Cedar Wealth Management’s ABB Ltd ABB Stock Holding History

Cedar 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
Q2 		– Sell
-2,923
Closed -$100K – 312
2023
Q1 		$100K Buy
2,923
+173
+6% +$5.8K 0.04% 123
2022
Q4 		$83.8K Hold
2,750
– – 0.04% 117
2022
Q3 		$71K Hold
2,750
– – 0.04% 143
2022
Q2 		$74K Buy
2,750
+130
+5% +$3.86K 0.03% 147
2022
Q1 		$85K Hold
2,620
– – 0.03% 148
2021
Q4 		$100K Buy
+2,620
New +$91.9K 0.04% 146

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Cedar Wealth Management's ABB Position: Q2 2023 in Review

Cedar Wealth Management sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 2,923 shares — an estimated $100K sold.

Cedar Wealth Management first reported a position in ABB in Q4 2021 and held it in 6 quarters. The position peaked at $100K in Q1 2023. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Cedar Wealth Management reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Cedar Wealth Management sold 2,923 ABB Ltd shares in Q2 2023, an estimated $100K.
  • Cedar Wealth Management first reported a position in ABB Ltd in Q4 2021 and held it in 6 quarters.
  • Cedar Wealth Management's ABB Ltd position peaked at $100K in Q1 2023.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Cedar Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.