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Colton Groome Financial Advisors’s Abbott ABT Stock Holding History

Colton Groome Financial 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
Q3 		– Sell
-1,915
Closed -$209K – 110
2023
Q2 		$209K Buy
+1,915
New +$204K 0.1% 113
2023
Q1 		– Sell
-1,965
Closed -$216K – 122
2022
Q4 		$216K Sell
1,965
-800
-29% -$82.8K 0.11% 119
2022
Q3 		$268K Sell
2,765
-50
-2% -$5.33K 0.14% 90
2022
Q2 		$306K Sell
2,815
-189
-6% -$21.5K 0.15% 73
2022
Q1 		$356K Buy
+3,004
New +$372K 0.16% 73

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Colton Groome Financial Advisors's ABT Position: Q3 2023 in Review

Colton Groome Financial Advisors sold out of Abbott (ABT) in Q3 2023, closing a stake of 1,915 shares — an estimated $209K sold.

Colton Groome Financial Advisors first reported a position in ABT in Q1 2022 and held it in 5 quarters. The position peaked at $356K in Q1 2022. 2,681 funds tracked by Wall St. Rank hold ABT as of Q3 2023.

  • Colton Groome Financial Advisors reported no remaining Abbott position as of Q3 2023 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 1,915 Abbott shares in Q3 2023, an estimated $209K.
  • Colton Groome Financial Advisors first reported a position in Abbott in Q1 2022 and held it in 5 quarters.
  • Colton Groome Financial Advisors's Abbott position peaked at $356K in Q1 2022.
  • 2,681 funds tracked by Wall St. Rank held Abbott as of Q3 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.