Engrave Wealth Partners’s Abbott ABT Stock Holding History

Engrave Wealth Partners’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
2023 Q4	$261K	Buy	2,369 +77	+3%	+$7.69K	0.07%	66
2023 Q3	$222K	Buy	2,292 +400	+21%	+$42K	0.07%	65
2023 Q2	$206K	Sell	1,892 -40	-2%	-$4.26K	0.07%	65
2023 Q1	$212K	Sell	1,932 -113	-6%	-$11.9K	0.07%	66
2022 Q4	$228K	Buy	+2,045	New	+$212K	0.08%	63
2022 Q2	–	Sell	-1,702	Closed	-$201K	–	55
2022 Q1	$201K	Buy	1,702 +80	+5%	+$9.92K	0.08%	55
2021 Q4	$228K	Sell	1,622 -90	-5%	-$11.5K	0.07%	62
2021 Q3	$202K	Sell	1,712 -89	-5%	-$10.9K	0.06%	68
2021 Q2	$209K	Buy	+1,801	New	+$210K	0.06%	75
2020 Q3	–	Sell	-2,471	Closed	-$225K	–	49
2020 Q2	$225K	Hold	2,471	–	–	0.2%	44
2020 Q1	$194K	Hold	2,471	–	–	0.23%	39
2019 Q4	$214K	Buy	+2,471	New	+$207K	0.21%	43

Other funds holding ABT

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Engrave Wealth Partners increased its Abbott (ABT) stake by 3.4% in Q4 2023, buying an estimated $7.69K and bringing the position to 2,369 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #66.

Engrave Wealth Partners first reported a position in ABT in Q4 2019 and has held it in 12 quarters since. 2,887 funds tracked by Wall St. Rank hold ABT as of Q4 2023.

Engrave Wealth Partners held 2,369 shares of Abbott worth $261K as of Q4 2023.
Engrave Wealth Partners bought 77 Abbott shares in Q4 2023, an estimated $7.69K.
Abbott made up 0.07% of Engrave Wealth Partners's portfolio in Q4 2023, its #66 holding.
Engrave Wealth Partners first reported a position in Abbott in Q4 2019 and has held it in 12 quarters since.
2,887 funds tracked by Wall St. Rank held Abbott as of Q4 2023.

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