CWA
ABB

Clarus Wealth Advisors’s ABB Ltd ABB Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-5,524
Closed -$111K – 586
2019
Q2 		$111K Buy
5,524
+310
+6% +$6.04K 0.08% 178
2019
Q1 		$98K Hold
5,214
– – 0.07% 196
2018
Q4 		$99K Sell
5,214
-5,397
-51% -$109K 0.16% 164
2018
Q3 		$251K Buy
10,611
+1,521
+17% +$34.9K 0.16% 91
2018
Q2 		$216K Hold
9,090
– – 0.16% 100
2018
Q1 		$216K Sell
9,090
-1
-0% -$26 0.2% 100
2017
Q4 		$244K Buy
+9,091
New +$234K 0.23% 75

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Clarus Wealth Advisors's ABB Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of ABB Ltd (ABB) in Q3 2019, closing a stake of 5,524 shares — an estimated $111K sold.

Clarus Wealth Advisors first reported a position in ABB in Q4 2017 and held it in 7 quarters. The position peaked at $251K in Q3 2018. 317 funds tracked by Wall St. Rank hold ABB as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining ABB Ltd position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 5,524 ABB Ltd shares in Q3 2019, an estimated $111K.
  • Clarus Wealth Advisors first reported a position in ABB Ltd in Q4 2017 and held it in 7 quarters.
  • Clarus Wealth Advisors's ABB Ltd position peaked at $251K in Q3 2018.
  • 317 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.