Evolution Wealth Advisors’s Abbott ABT Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-478	Closed	-$56K	–	144
2021 Q3	$56K	Sell	478 -259	-35%	-$31.8K	0.01%	196
2021 Q2	$85K	Sell	737 -314	-30%	-$36.6K	0.02%	170
2021 Q1	$126K	Buy	1,051 +303	+41%	+$35.9K	0.03%	138
2020 Q4	$82K	Sell	748 -524	-41%	-$57K	0.02%	143
2020 Q3	$138K	Sell	1,272 -99	-7%	-$10K	0.04%	121
2020 Q2	$125K	Buy	1,371 +660	+93%	+$59.7K	0.04%	101
2020 Q1	$56K	Sell	711 -578	-45%	-$48.2K	0.02%	109
2019 Q4	$112K	Buy	1,289 +476	+59%	+$39.9K	0.03%	100
2019 Q3	$68K	Sell	813 -1,800	-69%	-$153K	0.03%	46
2019 Q2	$220K	Buy	+2,613	New	+$206K	0.1%	39

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evolution Wealth Advisors's ABT Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Abbott (ABT) in Q4 2021, closing a stake of 478 shares — an estimated $56K sold.

Evolution Wealth Advisors first reported a position in ABT in Q2 2019 and held it in 10 quarters. The position peaked at $220K in Q2 2019. 2,812 funds tracked by Wall St. Rank hold ABT as of Q4 2021.

Evolution Wealth Advisors reported no remaining Abbott position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 478 Abbott shares in Q4 2021, an estimated $56K.
Evolution Wealth Advisors first reported a position in Abbott in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's Abbott position peaked at $220K in Q2 2019.
2,812 funds tracked by Wall St. Rank held Abbott as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.