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Engrave Wealth Partners’s AbbVie ABBV Stock Holding History

Engrave Wealth Partners’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
Q4 		$230K Buy
1,481
+34
+2% +$4.96K 0.07% 72
2023
Q3 		$216K Buy
+1,447
New +$212K 0.07% 67
2020
Q3 		– Sell
-648
Closed -$63K – 48
2020
Q2 		$63K Hold
648
– – 0.06% 96
2020
Q1 		$49K Sell
648
-100
-13% -$8.52K 0.06% 96
2019
Q4 		$66K Buy
+748
New +$62.1K 0.06% 109

Other funds holding ABBV

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Engrave Wealth Partners's ABBV Position: Q4 2023 in Review

Engrave Wealth Partners increased its AbbVie (ABBV) stake by 2.3% in Q4 2023, buying an estimated $4.96K and bringing the position to 1,481 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #72.

Engrave Wealth Partners first reported a position in ABBV in Q4 2019 and has held it in 5 quarters since. 3,323 funds tracked by Wall St. Rank hold ABBV as of Q4 2023.

  • Engrave Wealth Partners held 1,481 shares of AbbVie worth $230K as of Q4 2023.
  • Engrave Wealth Partners bought 34 AbbVie shares in Q4 2023, an estimated $4.96K.
  • AbbVie made up 0.07% of Engrave Wealth Partners's portfolio in Q4 2023, its #72 holding.
  • Engrave Wealth Partners first reported a position in AbbVie in Q4 2019 and has held it in 5 quarters since.
  • 3,323 funds tracked by Wall St. Rank held AbbVie as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.