Edmonds Duncan Registered Investment Advisors’s AbbVie ABBV Stock Holding History

Edmonds Duncan Registered Investment Advisors’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 Q3	$377K	Buy	1,909 +22	+1%	+$4.11K	0.08%	84
2024 Q2	$324K	Sell	1,887 -98	-5%	-$16.2K	0.08%	94
2024 Q1	$362K	Buy	1,985 +2	+0.1%	+$345	0.09%	88
2023 Q4	$307K	Buy	1,983 +2	+0.1%	+$292	0.08%	98
2023 Q3	$295K	Buy	1,981 +2	+0.1%	+$294	0.08%	97
2023 Q2	$267K	Buy	1,979 +203	+11%	+$29.8K	0.08%	102
2023 Q1	$283K	Buy	1,776 +2	+0.1%	+$306	0.09%	104
2022 Q4	$287K	Buy	1,774 +2	+0.1%	+$307	0.09%	96
2022 Q3	$238K	Hold	1,772	–	–	0.08%	102
2022 Q2	$271K	Buy	1,772 +120	+7%	+$18.3K	0.09%	95
2022 Q1	$268K	Hold	1,652	–	–	0.08%	114
2021 Q4	$223K	Buy	+1,652	New	+$195K	0.06%	126

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Edmonds Duncan Registered Investment Advisors's ABBV Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its AbbVie (ABBV) stake by 1.2% in Q3 2024, buying an estimated $4.11K and bringing the position to 1,909 shares worth $377K. The position accounts for 0.08% of the portfolio, ranked #84.

Edmonds Duncan Registered Investment Advisors first reported a position in ABBV in Q4 2021 and has held it in 12 quarters since. 3,500 funds tracked by Wall St. Rank hold ABBV as of Q3 2024.

Edmonds Duncan Registered Investment Advisors held 1,909 shares of AbbVie worth $377K as of Q3 2024.
Edmonds Duncan Registered Investment Advisors bought 22 AbbVie shares in Q3 2024, an estimated $4.11K.
AbbVie made up 0.08% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #84 holding.
Edmonds Duncan Registered Investment Advisors first reported a position in AbbVie in Q4 2021 and has held it in 12 quarters since.
3,500 funds tracked by Wall St. Rank held AbbVie as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.