CWM
ABMD

Congress Wealth Management’s Abiomed Inc ABMD Stock Holding History

Congress Wealth Management’s Portfolio ABMD Stock Details ABMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,559
Closed -$2.59M – 595
2022
Q3 		$2.59M Sell
10,559
-2,927
-22% -$790K 0.07% 247
2022
Q2 		$3.34M Sell
13,486
-2,595
-16% -$700K 0.09% 230
2022
Q1 		$5.33M Buy
16,081
+18
+0.1% +$5.54K 0.12% 199
2021
Q4 		$5.77M Buy
+16,063
New +$5.43M 0.11% 204

Other funds holding ABMD

TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Congress Wealth Management's ABMD Position: Q4 2022 in Review

Congress Wealth Management sold out of Abiomed Inc (ABMD) in Q4 2022, closing a stake of 10,559 shares — an estimated $2.59M sold.

Congress Wealth Management first reported a position in ABMD in Q4 2021 and held it in 4 quarters. The position peaked at $5.77M in Q4 2021. 8 funds tracked by Wall St. Rank hold ABMD as of Q4 2022.

  • Congress Wealth Management reported no remaining Abiomed Inc position as of Q4 2022 after selling out during the quarter.
  • Congress Wealth Management sold 10,559 Abiomed Inc shares in Q4 2022, an estimated $2.59M.
  • Congress Wealth Management first reported a position in Abiomed Inc in Q4 2021 and held it in 4 quarters.
  • Congress Wealth Management's Abiomed Inc position peaked at $5.77M in Q4 2021.
  • 8 funds tracked by Wall St. Rank held Abiomed Inc as of Q4 2022.

Based on Congress Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.