Clearstead Advisors’s ABB Ltd ABB Stock Holding History

Clearstead 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
2023 Q2	–	Sell	-406	Closed	-$13.9K	–	1458
2023 Q1	$13.9K	Hold	406	–	–	﹤0.01%	902
2022 Q4	$12.4K	Hold	406	–	–	﹤0.01%	879
2022 Q3	$10K	Sell	406 -377	-48%	-$10.6K	﹤0.01%	897
2022 Q2	$21K	Buy	783 +118	+18%	+$3.51K	﹤0.01%	795
2022 Q1	$22K	Hold	665	–	–	﹤0.01%	855
2021 Q4	$25K	Buy	665 +300	+82%	+$10.5K	﹤0.01%	775
2021 Q3	$12K	Sell	365 -91	-20%	-$3.31K	﹤0.01%	926
2021 Q2	$16K	Sell	456 -193	-30%	-$6.45K	﹤0.01%	743
2021 Q1	$20K	Buy	649 +319	+97%	+$9.58K	﹤0.01%	687
2020 Q4	$9K	Buy	+330	New	+$8.8K	﹤0.01%	741

Other funds holding ABB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

GCAC

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Clearstead Advisors's ABB Position: Q2 2023 in Review

Clearstead Advisors sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 406 shares — an estimated $13.9K sold.

Clearstead Advisors first reported a position in ABB in Q4 2020 and held it in 10 quarters. The position peaked at $25K in Q4 2021. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Clearstead Advisors reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Clearstead Advisors sold 406 ABB Ltd shares in Q2 2023, an estimated $13.9K.
Clearstead Advisors first reported a position in ABB Ltd in Q4 2020 and held it in 10 quarters.
Clearstead Advisors's ABB Ltd position peaked at $25K in Q4 2021.
136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Clearstead Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.