EWA
ABB

EverSource Wealth Advisors’s ABB Ltd ABB Stock Holding History

EverSource 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
2023
Q2 		– Sell
-2,037
Closed -$69.9K – 2641
2023
Q1 		$69.9K Sell
2,037
-302
-13% -$10.1K 0.01% 669
2022
Q4 		$71.3K Sell
2,339
-299
-11% -$8.71K 0.01% 622
2022
Q3 		$67K Sell
2,638
-930
-26% -$26.1K 0.02% 555
2022
Q2 		$96K Buy
3,568
+2,118
+146% +$62.9K 0.02% 384
2022
Q1 		$46K Buy
1,450
+862
+147% +$30.1K 0.01% 486
2021
Q4 		$22K Buy
+588
New +$20.6K 0.01% 651

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 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 $349M AUM 61.76% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

EverSource Wealth Advisors's ABB Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 2,037 shares — an estimated $69.9K sold.

EverSource Wealth Advisors first reported a position in ABB in Q4 2021 and held it in 6 quarters. The position peaked at $96K in Q2 2022. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • EverSource Wealth Advisors reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,037 ABB Ltd shares in Q2 2023, an estimated $69.9K.
  • EverSource Wealth Advisors first reported a position in ABB Ltd in Q4 2021 and held it in 6 quarters.
  • EverSource Wealth Advisors's ABB Ltd position peaked at $96K in Q2 2022.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.