FSWA
ABB

Financial Synergies Wealth Advisors’s ABB Ltd ABB Stock Holding History

Financial Synergies 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
2024
Q1 		– Sell
-40
Closed -$1.22K – 570
2023
Q4 		$1.22K Buy
+40
New +$1.22K ﹤0.01% 306
2023
Q2 		– Sell
-40
Closed -$1.37K – 545
2023
Q1 		$1.37K Hold
40
– – ﹤0.01% 348
2022
Q4 		$1.22K Hold
40
– – ﹤0.01% 306
2022
Q3 		$1.03K Buy
+40
New +$1.12K ﹤0.01% 296

Other funds holding ABB

NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $345M AUM 39.04% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Financial Synergies Wealth Advisors's ABB Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of ABB Ltd (ABB) in Q1 2024, closing a stake of 40 shares — an estimated $1.22K sold.

Financial Synergies Wealth Advisors first reported a position in ABB in Q3 2022 and held it in 4 quarters. The position peaked at $1.37K in Q1 2023. 49 funds tracked by Wall St. Rank hold ABB as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining ABB Ltd position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 40 ABB Ltd shares in Q1 2024, an estimated $1.22K.
  • Financial Synergies Wealth Advisors first reported a position in ABB Ltd in Q3 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's ABB Ltd position peaked at $1.37K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held ABB Ltd as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.