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Fiduciary Planning’s Abbott ABT Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-162
Closed -$19K – 63
2021
Q1 		$19K Buy
162
+129
+391% +$15.3K 0.03% 114
2020
Q4 		$4K Hold
33
– – 0.01% 182
2020
Q3 		$4K Buy
+33
New +$3.35K 0.01% 146

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiduciary Planning's ABT Position: Q2 2021 in Review

Fiduciary Planning sold out of Abbott (ABT) in Q2 2021, closing a stake of 162 shares — an estimated $19K sold.

Fiduciary Planning first reported a position in ABT in Q3 2020 and held it in 3 quarters. The position peaked at $19K in Q1 2021. 2,503 funds tracked by Wall St. Rank hold ABT as of Q2 2021.

  • Fiduciary Planning reported no remaining Abbott position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 162 Abbott shares in Q2 2021, an estimated $19K.
  • Fiduciary Planning first reported a position in Abbott in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Abbott position peaked at $19K in Q1 2021.
  • 2,503 funds tracked by Wall St. Rank held Abbott as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.