Clear Perspective Advisors’s AbbVie ABBV Stock Holding History

Clear Perspective Advisors’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$858K	Sell	6,339 -2,519	-28%	-$298K	0.26%	66
2021 Q3	$956K	Buy	8,858 +5,081	+135%	+$581K	0.33%	59
2021 Q2	$438K	Sell	3,777 -5,613	-60%	-$632K	0.15%	99
2021 Q1	$1.02M	Buy	9,390 +1,155	+14%	+$124K	0.4%	53
2020 Q4	$882K	Buy	8,235 +29	+0.4%	+$2.79K	0.36%	52
2020 Q3	$363	Buy	8,206 +501	+7%	+$47.2K	0.17%	98
2020 Q2	$756K	Buy	7,705 +1,646	+27%	+$145K	0.41%	45
2020 Q1	$462K	Buy	6,059 +173	+3%	+$14.7K	0.31%	64
2019 Q4	$521K	Sell	5,886 -715	-11%	-$59.4K	0.32%	77
2019 Q3	$500K	Buy	6,601 +392	+6%	+$26.9K	0.23%	83
2019 Q2	$452K	Buy	6,209 +1,439	+30%	+$113K	0.29%	87
2019 Q1	$383K	Sell	4,770 -1,971	-29%	-$161K	0.27%	94
2018 Q4	$621K	Sell	6,741 -25	-0.4%	-$2.2K	0.52%	59
2018 Q3	$640K	Buy	6,766 +50	+0.7%	+$4.74K	0.47%	65
2018 Q2	$622K	Buy	6,716 +2,616	+64%	+$255K	0.44%	68
2018 Q1	$388K	Hold	4,100	–	–	0.29%	85
2017 Q4	$397K	Hold	4,100	–	–	0.3%	87
2017 Q3	$364K	Hold	4,100	–	–	0.3%	86
2017 Q2	$297K	Hold	4,100	–	–	0.25%	98
2017 Q1	$267K	Sell	4,100 -2,500	-38%	-$157K	0.18%	103
2016 Q4	$413K	Buy	+6,600	New	+$403K	0.27%	80

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Clear Perspective Advisors's ABBV Position: Q4 2021 in Review

Clear Perspective Advisors reduced its AbbVie (ABBV) stake by 28% in Q4 2021, selling an estimated $298K and leaving 6,339 shares worth $858K. The position accounts for 0.26% of the portfolio, ranked #66.

Clear Perspective Advisors first reported a position in ABBV in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.02M in Q1 2021. 2,982 funds tracked by Wall St. Rank hold ABBV as of Q4 2021.

Clear Perspective Advisors held 6,339 shares of AbbVie worth $858K as of Q4 2021.
Clear Perspective Advisors sold 2,519 AbbVie shares in Q4 2021, an estimated $298K.
AbbVie made up 0.26% of Clear Perspective Advisors's portfolio in Q4 2021, its #66 holding.
Clear Perspective Advisors first reported a position in AbbVie in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's AbbVie position peaked at $1.02M in Q1 2021.
2,982 funds tracked by Wall St. Rank held AbbVie as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.