Financial Synergies Wealth Advisors’s AbbVie ABBV Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-386	Closed	-$70.3K	–	71
2024 Q1	$70.3K	Buy	386 +247	+178%	+$42.6K	0.01%	112
2023 Q4	$22.5K	Sell	139 -244	-64%	-$35.6K	﹤0.01%	131
2023 Q3	$57.1K	Sell	383 -198	-34%	-$29.1K	0.01%	110
2023 Q2	$78.2K	Buy	581 +4	+0.7%	+$587	0.01%	92
2023 Q1	$92K	Buy	577 +438	+315%	+$67K	0.01%	87
2022 Q4	$22.5K	Buy	+139	New	+$21.3K	﹤0.01%	131

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Financial Synergies Wealth Advisors's ABBV Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of AbbVie (ABBV) in Q2 2024, closing a stake of 386 shares — an estimated $70.3K sold.

Financial Synergies Wealth Advisors first reported a position in ABBV in Q4 2022 and held it in 6 quarters. The position peaked at $92K in Q1 2023. 3,364 funds tracked by Wall St. Rank hold ABBV as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining AbbVie position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 386 AbbVie shares in Q2 2024, an estimated $70.3K.
Financial Synergies Wealth Advisors first reported a position in AbbVie in Q4 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's AbbVie position peaked at $92K in Q1 2023.
3,364 funds tracked by Wall St. Rank held AbbVie as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.