Fairhaven Wealth Management’s AbbVie ABBV Stock Holding History

Fairhaven Wealth Management’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
2024 Q4	$201K	Buy	+1,131	New	+$208K	0.06%	109
2022 Q1	–	Sell	-1,877	Closed	-$254K	–	129
2021 Q4	$254K	Hold	1,877	–	–	0.1%	89
2021 Q3	$202K	Sell	1,877 -54	-3%	-$6.17K	0.08%	108
2021 Q2	$218K	Sell	1,931 -8	-0.4%	-$901	0.09%	102
2021 Q1	$210K	Buy	1,939 +8	+0.4%	+$856	0.09%	100
2020 Q4	$207K	Buy	+1,931	New	+$186K	0.09%	104

Other funds holding ABBV

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fairhaven Wealth Management's ABBV Position: Q4 2024 in Review

Fairhaven Wealth Management opened a new position in AbbVie (ABBV) in Q4 2024: 1,131 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #109 among its holdings. This is a return to the name: Fairhaven Wealth Management previously reported a position in ABBV as recently as Q4 2021.

Fairhaven Wealth Management first reported a position in ABBV in Q4 2020 and has held it in 6 quarters since. The position peaked at $254K in Q4 2021. 3,745 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

Fairhaven Wealth Management held 1,131 shares of AbbVie worth $201K as of Q4 2024.
AbbVie was a new Fairhaven Wealth Management position in Q4 2024.
AbbVie made up 0.06% of Fairhaven Wealth Management's portfolio in Q4 2024, its #109 holding.
Fairhaven Wealth Management first reported a position in AbbVie in Q4 2020 and has held it in 6 quarters since.
Fairhaven Wealth Management's AbbVie position peaked at $254K in Q4 2021.
3,745 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.