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Clear Perspectives Financial Planning’s AbbVie ABBV Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$17.8K Sell
112
-120
-52% -$18.3K 0.01% 118
2022
Q4 		$37.5K Sell
232
-11
-5% -$1.69K 0.02% 92
2022
Q3 		$33K Buy
+243
New +$34.9K 0.02% 98

Other funds holding ABBV

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clear Perspectives Financial Planning's ABBV Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its AbbVie (ABBV) stake by 52% in Q1 2023, selling an estimated $18.3K and leaving 112 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #118.

Clear Perspectives Financial Planning first reported a position in ABBV in Q3 2022 and has held it in 3 quarters since. The position peaked at $37.5K in Q4 2022. 3,138 funds tracked by Wall St. Rank hold ABBV as of Q1 2023.

  • Clear Perspectives Financial Planning held 112 shares of AbbVie worth $17.8K as of Q1 2023.
  • Clear Perspectives Financial Planning sold 120 AbbVie shares in Q1 2023, an estimated $18.3K.
  • AbbVie made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #118 holding.
  • Clear Perspectives Financial Planning first reported a position in AbbVie in Q3 2022 and has held it in 3 quarters since.
  • Clear Perspectives Financial Planning's AbbVie position peaked at $37.5K in Q4 2022.
  • 3,138 funds tracked by Wall St. Rank held AbbVie as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.