Domani Wealth’s AbbVie ABBV Stock Holding History

Domani Wealth’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 Q1	$486K	Buy	3,051 +75	+3%	+$11.5K	0.11%	76
2022 Q4	$481K	Sell	2,976 -707	-19%	-$108K	0.12%	76
2022 Q3	$494K	Hold	3,683	–	–	0.14%	63
2022 Q2	$564K	Hold	3,683	–	–	0.15%	61
2022 Q1	$597K	Buy	3,683 +166	+5%	+$24.1K	0.13%	71
2021 Q4	$476K	Buy	3,517 +109	+3%	+$12.9K	0.09%	79
2021 Q3	$368K	Hold	3,408	–	–	0.08%	90
2021 Q2	$384K	Sell	3,408 -100	-3%	-$11.3K	0.08%	89
2021 Q1	$380K	Buy	3,508 +415	+13%	+$44.4K	0.07%	94
2020 Q4	$331K	Sell	3,093 -500	-14%	-$48K	0.07%	94
2020 Q3	$315K	Buy	3,593 +369	+11%	+$34.7K	0.07%	95
2020 Q2	$317K	Sell	3,224 -160	-5%	-$14.1K	0.07%	93
2020 Q1	$258K	Buy	3,384 +1,001	+42%	+$85.3K	0.07%	106
2019 Q4	$211K	Buy	+2,383	New	+$198K	0.07%	108

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

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

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

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

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

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

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

Domani Wealth's ABBV Position: Q1 2023 in Review

Domani Wealth increased its AbbVie (ABBV) stake by 2.5% in Q1 2023, buying an estimated $11.5K and bringing the position to 3,051 shares worth $486K. The position accounts for 0.11% of the portfolio, ranked #76.

Domani Wealth first reported a position in ABBV in Q4 2019 and has held it in 14 quarters since. The position peaked at $597K in Q1 2022. 3,139 funds tracked by Wall St. Rank hold ABBV as of Q1 2023.

Domani Wealth held 3,051 shares of AbbVie worth $486K as of Q1 2023.
Domani Wealth bought 75 AbbVie shares in Q1 2023, an estimated $11.5K.
AbbVie made up 0.11% of Domani Wealth's portfolio in Q1 2023, its #76 holding.
Domani Wealth first reported a position in AbbVie in Q4 2019 and has held it in 14 quarters since.
Domani Wealth's AbbVie position peaked at $597K in Q1 2022.
3,139 funds tracked by Wall St. Rank held AbbVie as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.