CWP
ABB

Concord Wealth Partners’s ABB Ltd ABB Stock Holding History

Concord Wealth Partners’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
-123
Closed -$4.22K – 1075
2023
Q1 		$4.22K Sell
123
-36
-23% -$1.21K ﹤0.01% 699
2022
Q4 		$4.85K Buy
+159
New +$4.63K ﹤0.01% 773
2022
Q3 		– Sell
-1,132
Closed -$30K – 1256
2022
Q2 		$30K Sell
1,132
-7,299
-87% -$217K 0.01% 456
2022
Q1 		$273K Sell
8,431
-74
-0.9% -$2.58K 0.07% 146
2021
Q4 		$325K Buy
8,505
+6,259
+279% +$220K 0.08% 136
2021
Q3 		$75K Sell
2,246
-5,186
-70% -$188K 0.03% 163
2021
Q2 		$253K Buy
7,432
+743
+11% +$24.8K 0.07% 114
2021
Q1 		$204K Buy
6,689
+6,512
+3,679% +$196K 0.07% 130
2020
Q4 		$5K Buy
+177
New +$4.72K ﹤0.01% 427

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

Concord Wealth Partners's ABB Position: Q2 2023 in Review

Concord Wealth Partners sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 123 shares — an estimated $4.22K sold.

Concord Wealth Partners first reported a position in ABB in Q4 2020 and held it in 9 quarters. The position peaked at $325K in Q4 2021. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Concord Wealth Partners reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 123 ABB Ltd shares in Q2 2023, an estimated $4.22K.
  • Concord Wealth Partners first reported a position in ABB Ltd in Q4 2020 and held it in 9 quarters.
  • Concord Wealth Partners's ABB Ltd position peaked at $325K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Concord Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.