Center for Financial Planning’s ABB Ltd ABB Stock Holding History

Center for Financial Planning’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	-238	Closed	-$8.16K	–	591
2023 Q1	$8.16K	Hold	238	–	–	﹤0.01%	380
2022 Q4	$7.25K	Hold	238	–	–	﹤0.01%	386
2022 Q3	$6K	Hold	238	–	–	﹤0.01%	414
2022 Q2	$6K	Hold	238	–	–	﹤0.01%	415
2022 Q1	$8K	Hold	238	–	–	﹤0.01%	401
2021 Q4	$9K	Hold	238	–	–	﹤0.01%	400
2021 Q3	$8K	Hold	238	–	–	﹤0.01%	388
2021 Q2	$8K	Hold	238	–	–	﹤0.01%	391
2021 Q1	$7K	Buy	+238	New	+$7.15K	﹤0.01%	429
2020 Q2	–	Sell	-103	Closed	-$2K	–	600
2020 Q1	$2K	Buy	+103	New	+$2.25K	﹤0.01%	518

Other funds holding ABB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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 $456M AUM 79.51% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Center for Financial Planning's ABB Position: Q2 2023 in Review

Center for Financial Planning sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 238 shares — an estimated $8.16K sold.

Center for Financial Planning first reported a position in ABB in Q1 2020 and held it in 10 quarters. The position peaked at $9K in Q4 2021. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Center for Financial Planning reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Center for Financial Planning sold 238 ABB Ltd shares in Q2 2023, an estimated $8.16K.
Center for Financial Planning first reported a position in ABB Ltd in Q1 2020 and held it in 10 quarters.
Center for Financial Planning's ABB Ltd position peaked at $9K in Q4 2021.
134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Center for Financial Planning's 13F filing for Q2 2023, filed 9 Aug 2023.