Curated Wealth Partners’s ABB Ltd ABB Stock Holding History

Curated 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
2021 Q1	–	Sell	-14,430	Closed	-$403K	–	141
2020 Q4	$403K	Buy	+14,430	New	+$385K	0.26%	77

Other funds holding ABB

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Curated Wealth Partners's ABB Position: Q1 2021 in Review

Curated Wealth Partners sold out of ABB Ltd (ABB) in Q1 2021, closing a stake of 14,430 shares — an estimated $403K sold.

Curated Wealth Partners first reported a position in ABB in Q4 2020 and held it in 1 quarter. The position peaked at $403K in Q4 2020. 401 funds tracked by Wall St. Rank hold ABB as of Q1 2021.

Curated Wealth Partners reported no remaining ABB Ltd position as of Q1 2021 after selling out during the quarter.
Curated Wealth Partners sold 14,430 ABB Ltd shares in Q1 2021, an estimated $403K.
Curated Wealth Partners first reported a position in ABB Ltd in Q4 2020 and held it in 1 quarter.
Curated Wealth Partners's ABB Ltd position peaked at $403K in Q4 2020.
401 funds tracked by Wall St. Rank held ABB Ltd as of Q1 2021.

Based on Curated Wealth Partners's 13F filing for Q1 2021, filed 14 May 2021.