Endurance Wealth Management’s ABB Ltd ABB Stock Holding History

Endurance Wealth Management’s Portfolio ABB Stock Details ABB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,611	Closed	-$89K	–	672
2023 Q1	$89K	Hold	2,611	–	–	0.01%	288
2022 Q4	$80K	Hold	2,611	–	–	0.01%	277
2022 Q3	$67K	Hold	2,611	–	–	0.01%	290
2022 Q2	$70K	Hold	2,611	–	–	0.01%	289
2022 Q1	$84K	Sell	2,611 -1,000	-28%	-$34.9K	0.01%	297
2021 Q4	$138K	Hold	3,611	–	–	0.01%	251
2021 Q3	$120K	Hold	3,611	–	–	0.01%	259
2021 Q2	$122K	Hold	3,611	–	–	0.01%	267
2021 Q1	$110K	Hold	3,611	–	–	0.01%	274
2020 Q4	$101K	Hold	3,611	–	–	0.01%	254
2020 Q3	$92K	Hold	3,611	–	–	0.01%	248
2020 Q2	$81K	Hold	3,611	–	–	0.01%	259
2020 Q1	$62K	Buy	+3,611	New	+$78.9K	0.01%	258
2018 Q1	–	Sell	-1,000	Closed	-$27K	–	538
2017 Q4	$27K	Buy	+1,000	New	+$25.7K	﹤0.01%	319
2016 Q2	–	Sell	-200	Closed	-$4K	–	507
2016 Q1	$4K	Hold	200	–	–	﹤0.01%	445
2015 Q4	$4K	Hold	200	–	–	﹤0.01%	467
2015 Q3	$4K	Hold	200	–	–	﹤0.01%	463
2015 Q2	$4K	Buy	+200	New	+$4.39K	﹤0.01%	466

Other funds holding ABB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

GCAC

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Endurance Wealth Management's ABB Position: Q2 2023 in Review

Endurance Wealth Management sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 2,611 shares — an estimated $89K sold.

Endurance Wealth Management first reported a position in ABB in Q2 2015 and held it in 18 quarters. The position peaked at $138K in Q4 2021. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Endurance Wealth Management reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Endurance Wealth Management sold 2,611 ABB Ltd shares in Q2 2023, an estimated $89K.
Endurance Wealth Management first reported a position in ABB Ltd in Q2 2015 and held it in 18 quarters.
Endurance Wealth Management's ABB Ltd position peaked at $138K in Q4 2021.
134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.