DWA
ABT icon

Dougherty Wealth Advisers’s Abbott ABT Stock Holding History

Dougherty Wealth Advisers’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
2021
Q3 		– Sell
-100
Closed -$12K – 147
2021
Q2 		$12K Hold
100
– – 0.02% 124
2021
Q1 		$12K Hold
100
– – 0.02% 121
2020
Q4 		$11K Hold
100
– – 0.02% 135
2020
Q3 		$11K Hold
100
– – 0.04% 141
2020
Q2 		$9K Hold
100
– – 0.03% 150
2020
Q1 		$8K Hold
100
– – 0.03% 154
2019
Q4 		$9K Hold
100
– – 0.03% 164
2019
Q3 		$8K Hold
100
– – 0.03% 167
2019
Q2 		$8K Hold
100
– – 0.02% 211
2019
Q1 		$8K Hold
100
– – 0.03% 177
2018
Q4 		$7K Buy
+100
New +$7.03K 0.02% 187

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dougherty Wealth Advisers's ABT Position: Q3 2021 in Review

Dougherty Wealth Advisers sold out of Abbott (ABT) in Q3 2021, closing a stake of 100 shares — an estimated $12K sold.

Dougherty Wealth Advisers first reported a position in ABT in Q4 2018 and held it in 11 quarters. The position peaked at $12K in Q2 2021. 2,529 funds tracked by Wall St. Rank hold ABT as of Q3 2021.

  • Dougherty Wealth Advisers reported no remaining Abbott position as of Q3 2021 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 100 Abbott shares in Q3 2021, an estimated $12K.
  • Dougherty Wealth Advisers first reported a position in Abbott in Q4 2018 and held it in 11 quarters.
  • Dougherty Wealth Advisers's Abbott position peaked at $12K in Q2 2021.
  • 2,529 funds tracked by Wall St. Rank held Abbott as of Q3 2021.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2021, filed 2 Nov 2021.