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Curi Wealth Management’s Abbott ABT Stock Holding History

Curi Wealth Management’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-59,283
Closed -$6.53M – 3
2023
Q4 		$6.53M Sell
59,283
-8,142
-12% -$814K 0.9% 37
2023
Q3 		$6.53M Sell
67,425
-4,256
-6% -$447K 1% 35
2023
Q2 		$7.81M Sell
71,681
-4,426
-6% -$472K 1.06% 33
2023
Q1 		$7.71M Sell
76,107
-18,332
-19% -$1.94M 1.11% 33
2022
Q4 		$10.4M Sell
94,439
-2,645
-3% -$274K 1.45% 26
2022
Q3 		$9.39M Buy
97,084
+6,989
+8% +$745K 1.56% 27
2022
Q2 		$9.79M Buy
90,095
+728
+0.8% +$82.7K 1.88% 21
2022
Q1 		$10.6M Sell
89,367
-6,680
-7% -$828K 1.83% 20
2021
Q4 		$13.5M Buy
+96,047
New +$12.3M 2.33% 15
2021
Q1 		– Sell
-1,574
Closed -$172K – 94
2020
Q4 		$172K Buy
+1,574
New +$171K 0.12% 88

Other funds holding ABT

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Curi Wealth Management sold out of Abbott (ABT) in Q1 2024, closing a stake of 59,283 shares — an estimated $6.53M sold.

Curi Wealth Management first reported a position in ABT in Q4 2020 and held it in 10 quarters. The position peaked at $13.5M in Q4 2021. 2,904 funds tracked by Wall St. Rank hold ABT as of Q1 2024.

  • Curi Wealth Management reported no remaining Abbott position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 59,283 Abbott shares in Q1 2024, an estimated $6.53M.
  • Curi Wealth Management first reported a position in Abbott in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Abbott position peaked at $13.5M in Q4 2021.
  • 2,904 funds tracked by Wall St. Rank held Abbott as of Q1 2024.

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