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Curi Wealth Management’s AbbVie ABBV Stock Holding History

Curi Wealth Management’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
2024
Q1 		– Sell
-3,839
Closed -$595K – 2
2023
Q4 		$595K Sell
3,839
-124
-3% -$18.1K 0.08% 78
2023
Q3 		$591K Sell
3,963
-904
-19% -$133K 0.09% 78
2023
Q2 		$656K Buy
4,867
+4
+0.1% +$587 0.09% 86
2023
Q1 		$775K Sell
4,863
-82
-2% -$12.5K 0.11% 86
2022
Q4 		$799K Buy
4,945
+560
+13% +$85.9K 0.11% 98
2022
Q3 		$589K Buy
4,385
+3,024
+222% +$434K 0.1% 100
2022
Q2 		$208K Buy
1,361
+162
+14% +$24.8K 0.04% 114
2022
Q1 		$194K Buy
1,199
+384
+47% +$55.8K 0.03% 118
2021
Q4 		$110K Buy
+815
New +$96.3K 0.02% 135
2021
Q1 		– Sell
-146
Closed -$15K – 93
2020
Q4 		$15K Buy
+146
New +$14K 0.01% 214

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Curi Wealth Management's ABBV Position: Q1 2024 in Review

Curi Wealth Management sold out of AbbVie (ABBV) in Q1 2024, closing a stake of 3,839 shares — an estimated $595K sold.

Curi Wealth Management first reported a position in ABBV in Q4 2020 and held it in 10 quarters. The position peaked at $799K in Q4 2022. 3,379 funds tracked by Wall St. Rank hold ABBV as of Q1 2024.

  • Curi Wealth Management reported no remaining AbbVie position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 3,839 AbbVie shares in Q1 2024, an estimated $595K.
  • Curi Wealth Management first reported a position in AbbVie in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's AbbVie position peaked at $799K in Q4 2022.
  • 3,379 funds tracked by Wall St. Rank held AbbVie as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.