Financial Synergies Wealth Advisors’s Abbott ABT Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-375	Closed	-$42.6K	–	72
2024 Q1	$42.6K	Buy	375 +158	+73%	+$18.1K	0.01%	139
2023 Q4	$23.8K	Sell	217 -157	-42%	-$15.7K	﹤0.01%	126
2023 Q3	$36.2K	Hold	374	–	–	0.01%	134
2023 Q2	$40.7K	Sell	374 -31	-8%	-$3.3K	0.01%	119
2023 Q1	$41K	Buy	405 +188	+87%	+$19.9K	0.01%	123
2022 Q4	$23.8K	Buy	217 +193	+804%	+$20K	﹤0.01%	126
2022 Q3	$2.32K	Hold	24	–	–	﹤0.01%	218
2022 Q2	$2.61K	Buy	+24	New	+$2.73K	﹤0.01%	218

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Financial Synergies Wealth Advisors sold out of Abbott (ABT) in Q2 2024, closing a stake of 375 shares — an estimated $42.6K sold.

Financial Synergies Wealth Advisors first reported a position in ABT in Q2 2022 and held it in 8 quarters. The position peaked at $42.6K in Q1 2024. 2,861 funds tracked by Wall St. Rank hold ABT as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Abbott position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 375 Abbott shares in Q2 2024, an estimated $42.6K.
Financial Synergies Wealth Advisors first reported a position in Abbott in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Abbott position peaked at $42.6K in Q1 2024.
2,861 funds tracked by Wall St. Rank held Abbott as of Q2 2024.

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