CWM
ABB

Compass Wealth Management’s ABB Ltd ABB Stock Holding History

Compass Wealth Management’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
-1,000
Closed -$34.3K – 435
2023
Q1 		$34.3K Sell
1,000
-500
-33% -$16.8K 0.01% 277
2022
Q4 		$45.7K Buy
+1,500
New +$43.7K 0.02% 240

Other funds holding ABB

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

Compass Wealth Management's ABB Position: Q2 2023 in Review

Compass Wealth Management sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 1,000 shares — an estimated $34.3K sold.

Compass Wealth Management first reported a position in ABB in Q4 2022 and held it in 2 quarters. The position peaked at $45.7K in Q4 2022. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Compass Wealth Management reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Compass Wealth Management sold 1,000 ABB Ltd shares in Q2 2023, an estimated $34.3K.
  • Compass Wealth Management first reported a position in ABB Ltd in Q4 2022 and held it in 2 quarters.
  • Compass Wealth Management's ABB Ltd position peaked at $45.7K in Q4 2022.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Compass Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.