EWA
ABB

EP Wealth Advisors’s ABB Ltd ABB Stock Holding History

EP Wealth Advisors’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
2022
Q1 		– Sell
-5,394
Closed -$206K – 672
2021
Q4 		$206K Buy
+5,394
New +$189K ﹤0.01% 526
2021
Q3 		– Sell
-6,052
Closed -$206K – 568
2021
Q2 		$206K Buy
+6,052
New +$202K 0.01% 510

Other funds holding ABB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

EP Wealth Advisors's ABB Position: Q1 2022 in Review

EP Wealth Advisors sold out of ABB Ltd (ABB) in Q1 2022, closing a stake of 5,394 shares — an estimated $206K sold.

EP Wealth Advisors first reported a position in ABB in Q2 2021 and held it in 2 quarters. The position peaked at $206K in Q4 2021. 449 funds tracked by Wall St. Rank hold ABB as of Q1 2022.

  • EP Wealth Advisors reported no remaining ABB Ltd position as of Q1 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 5,394 ABB Ltd shares in Q1 2022, an estimated $206K.
  • EP Wealth Advisors first reported a position in ABB Ltd in Q2 2021 and held it in 2 quarters.
  • EP Wealth Advisors's ABB Ltd position peaked at $206K in Q4 2021.
  • 449 funds tracked by Wall St. Rank held ABB Ltd as of Q1 2022.

Based on EP Wealth Advisors's 13F filing for Q1 2022, filed 20 May 2022.