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Clarus Wealth Advisors’s Abbott ABT Stock Holding History

Clarus Wealth Advisors’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,305
Closed -$262K – 127
2022
Q4 		$262K Sell
2,305
-55
-2% -$5.7K 0.17% 106
2022
Q3 		$239K Buy
+2,360
New +$252K 0.17% 96
2021
Q2 		– Sell
-3,533
Closed -$427K – 101
2021
Q1 		$427K Buy
3,533
+20
+0.6% +$2.37K 0.27% 69
2020
Q4 		$389K Sell
3,513
-307
-8% -$33.4K 0.26% 75
2020
Q3 		$406K Sell
3,820
-1,320
-26% -$134K 0.31% 64
2020
Q2 		$475K Sell
5,140
-7,522
-59% -$680K 0.4% 57
2020
Q1 		$1.01M Sell
12,662
-75
-0.6% -$6.26K 1.01% 19
2019
Q4 		$1.1M Buy
12,737
+245
+2% +$20.5K 0.73% 26
2019
Q3 		$1.04M Buy
12,492
+5,443
+77% +$462K 0.76% 23
2019
Q2 		$593K Sell
7,049
-2,452
-26% -$193K 0.43% 36
2019
Q1 		$760K Buy
9,501
+787
+9% +$58.6K 0.57% 24
2018
Q4 		$630K Sell
8,714
-907
-9% -$63.7K 0.99% 15
2018
Q3 		$706K Buy
9,621
+4,797
+99% +$315K 0.46% 26
2018
Q2 		$289K Hold
4,824
– – 0.22% 54
2018
Q1 		$289K Sell
4,824
-182
-4% -$11K 0.27% 54
2017
Q4 		$286K Buy
+5,006
New +$277K 0.28% 61

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clarus Wealth Advisors's ABT Position: Q1 2023 in Review

Clarus Wealth Advisors sold out of Abbott (ABT) in Q1 2023, closing a stake of 2,305 shares — an estimated $262K sold.

Clarus Wealth Advisors first reported a position in ABT in Q4 2017 and held it in 16 quarters. The position peaked at $1.1M in Q4 2019. 2,704 funds tracked by Wall St. Rank hold ABT as of Q1 2023.

  • Clarus Wealth Advisors reported no remaining Abbott position as of Q1 2023 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,305 Abbott shares in Q1 2023, an estimated $262K.
  • Clarus Wealth Advisors first reported a position in Abbott in Q4 2017 and held it in 16 quarters.
  • Clarus Wealth Advisors's Abbott position peaked at $1.1M in Q4 2019.
  • 2,704 funds tracked by Wall St. Rank held Abbott as of Q1 2023.

Based on Clarus Wealth Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.