CCA
ABB

Checchi Capital Advisers’s ABB Ltd ABB Stock Holding History

Checchi Capital Advisers’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
-15,816
Closed -$542K – 603
2023
Q1 		$542K Sell
15,816
-84
-0.5% -$2.81K 0.05% 271
2022
Q4 		$484K Buy
15,900
+782
+5% +$22.8K 0.05% 281
2022
Q3 		$388K Sell
15,118
-62
-0.4% -$1.74K 0.04% 321
2022
Q2 		$461K Sell
15,180
-1,394
-8% -$41.4K 0.04% 311
2022
Q1 		$536K Buy
16,574
+266
+2% +$9.28K 0.05% 247
2021
Q4 		$622K Buy
16,308
+13
+0.1% +$456 0.05% 220
2021
Q3 		$544K Sell
16,295
-1,143
-7% -$41.5K 0.05% 228
2021
Q2 		$593K Buy
17,438
+325
+2% +$10.9K 0.06% 222
2021
Q1 		$521K Buy
17,113
+1,149
+7% +$34.5K 0.05% 239
2020
Q4 		$446K Buy
15,964
+182
+1% +$4.85K 0.05% 259
2020
Q3 		$402K Buy
15,782
+589
+4% +$15K 0.04% 242
2020
Q2 		$343K Buy
15,193
+268
+2% +$5.15K 0.04% 271
2020
Q1 		$258K Buy
14,925
+1,204
+9% +$26.3K 0.02% 284
2019
Q4 		$331K Sell
13,721
-1,607
-10% -$34.4K 0.04% 278
2019
Q3 		$301K Buy
15,328
+380
+3% +$7.25K 0.04% 293
2019
Q2 		$299K Sell
14,948
-1,407
-9% -$27.4K 0.04% 299
2019
Q1 		$309K Buy
16,355
+2,006
+14% +$38.8K 0.04% 282
2018
Q4 		$273K Sell
14,349
-3,959
-22% -$80.2K 0.04% 277
2018
Q3 		$433K Sell
18,308
-1,469
-7% -$33.7K 0.05% 238
2018
Q2 		$431K Buy
19,777
+2,882
+17% +$66.9K 0.05% 225
2018
Q1 		$401K Buy
16,895
+500
+3% +$12.9K 0.05% 227
2017
Q4 		$440K Buy
16,395
+2,037
+14% +$52.3K 0.06% 221
2017
Q3 		$355K Sell
14,358
-3,167
-18% -$75.7K 0.04% 239
2017
Q2 		$436K Buy
17,525
+2,943
+20% +$72.2K 0.05% 194
2017
Q1 		$341K Sell
14,582
-248
-2% -$5.67K 0.04% 249
2016
Q4 		$312K Buy
14,830
+2,782
+23% +$59.3K 0.04% 262
2016
Q3 		$271K Buy
12,048
+595
+5% +$12.8K 0.03% 284
2016
Q2 		$227K Buy
11,453
+551
+5% +$11.3K 0.03% 308
2016
Q1 		$212K Buy
10,902
+168
+2% +$2.97K 0.05% 323
2015
Q4 		$190K Sell
10,734
-1,838
-15% -$33.8K 0.05% 332
2015
Q3 		$222K Buy
12,572
+661
+6% +$12.9K 0.06% 297
2015
Q2 		$249K Buy
11,911
+1,504
+14% +$33K 0.07% 286
2015
Q1 		$220K Buy
+10,407
New +$214K 0.07% 304

Other funds holding ABB

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

Checchi Capital Advisers's ABB Position: Q2 2023 in Review

Checchi Capital Advisers sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 15,816 shares — an estimated $542K sold.

Checchi Capital Advisers first reported a position in ABB in Q1 2015 and held it in 33 quarters. The position peaked at $622K in Q4 2021. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Checchi Capital Advisers reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Checchi Capital Advisers sold 15,816 ABB Ltd shares in Q2 2023, an estimated $542K.
  • Checchi Capital Advisers first reported a position in ABB Ltd in Q1 2015 and held it in 33 quarters.
  • Checchi Capital Advisers's ABB Ltd position peaked at $622K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Checchi Capital Advisers's 13F filing for Q2 2023, filed 10 Aug 2023.