Clear Perspective Advisors’s Abbott ABT Stock Holding History

Clear Perspective 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
2021 Q4	$535K	Buy	3,800 +43	+1%	+$5.5K	0.16%	94
2021 Q3	$444K	Buy	3,757 +314	+9%	+$38.6K	0.15%	98
2021 Q2	$399K	Sell	3,443 -270	-7%	-$31.5K	0.14%	106
2021 Q1	$445K	Buy	3,713 +918	+33%	+$109K	0.17%	92
2020 Q4	$306K	Sell	2,795 -219	-7%	-$23.8K	0.13%	113
2020 Q3	$380	Buy	3,014 +68	+2%	+$6.9K	0.18%	94
2020 Q2	$269K	Hold	2,946	–	–	0.15%	105
2020 Q1	$232K	Sell	2,946 -964	-25%	-$80.4K	0.15%	102
2019 Q4	$340K	Sell	3,910 -2,515	-39%	-$211K	0.21%	99
2019 Q3	$538K	Hold	6,425	–	–	0.24%	76
2019 Q2	$540K	Buy	6,425 +50	+0.8%	+$3.94K	0.35%	71
2019 Q1	$488K	Hold	6,375	–	–	0.35%	79
2018 Q4	$461K	Hold	6,375	–	–	0.38%	80
2018 Q3	$468K	Sell	6,375 -93	-1%	-$6.11K	0.35%	86
2018 Q2	$394K	Hold	6,468	–	–	0.28%	94
2018 Q1	$388K	Hold	6,468	–	–	0.29%	86
2017 Q4	$369K	Hold	6,468	–	–	0.28%	90
2017 Q3	$345K	Hold	6,468	–	–	0.28%	94
2017 Q2	$314K	Hold	6,468	–	–	0.26%	92
2017 Q1	$287K	Sell	6,468 -2,000	-24%	-$86.5K	0.19%	97
2016 Q4	$325K	Buy	+8,468	New	+$336K	0.22%	98

Other funds holding ABT

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Clear Perspective Advisors increased its Abbott (ABT) stake by 1.1% in Q4 2021, buying an estimated $5.5K and bringing the position to 3,800 shares worth $535K. The position accounts for 0.16% of the portfolio, ranked #94.

Clear Perspective Advisors first reported a position in ABT in Q4 2016 and has held it in 21 quarters since. The position peaked at $540K in Q2 2019. 2,813 funds tracked by Wall St. Rank hold ABT as of Q4 2021.

Clear Perspective Advisors held 3,800 shares of Abbott worth $535K as of Q4 2021.
Clear Perspective Advisors bought 43 Abbott shares in Q4 2021, an estimated $5.5K.
Abbott made up 0.16% of Clear Perspective Advisors's portfolio in Q4 2021, its #94 holding.
Clear Perspective Advisors first reported a position in Abbott in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Abbott position peaked at $540K in Q2 2019.
2,813 funds tracked by Wall St. Rank held Abbott as of Q4 2021.

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