Core Wealth Advisors (Florida)’s AbbVie ABBV Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-347	Closed	-$51.7K	–	262
2023 Q3	$51.7K	Buy	347 +285	+460%	+$41.8K	0.02%	76
2023 Q2	$8.35K	Hold	62	–	–	﹤0.01%	170
2023 Q1	$9.88K	Hold	62	–	–	﹤0.01%	153
2022 Q4	$10K	Buy	+62	New	+$9.51K	﹤0.01%	159
2022 Q1	–	Sell	-375	Closed	-$51K	–	192
2021 Q4	$51K	Buy	+375	New	+$44.3K	0.03%	88
2021 Q1	–	Sell	-400	Closed	-$43K	–	177
2020 Q4	$43K	Buy	+400	New	+$38.4K	0.04%	59

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Core Wealth Advisors (Florida)'s ABBV Position: Q4 2023 in Review

Core Wealth Advisors (Florida) sold out of AbbVie (ABBV) in Q4 2023, closing a stake of 347 shares — an estimated $51.7K sold.

Core Wealth Advisors (Florida) first reported a position in ABBV in Q4 2020 and held it in 6 quarters. The position peaked at $51.7K in Q3 2023. 3,322 funds tracked by Wall St. Rank hold ABBV as of Q4 2023.

Core Wealth Advisors (Florida) reported no remaining AbbVie position as of Q4 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 347 AbbVie shares in Q4 2023, an estimated $51.7K.
Core Wealth Advisors (Florida) first reported a position in AbbVie in Q4 2020 and held it in 6 quarters.
Core Wealth Advisors (Florida)'s AbbVie position peaked at $51.7K in Q3 2023.
3,322 funds tracked by Wall St. Rank held AbbVie as of Q4 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2023, filed 14 Feb 2024.