FPFS
ABB

First Personal Financial Services’s ABB Ltd ABB Stock Holding History

First Personal Financial Services’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
2023
Q2 		– Sell
-7,855
Closed -$269K – 413
2023
Q1 		$269K Sell
7,855
-480
-6% -$16.1K 0.07% 102
2022
Q4 		$254K Hold
8,335
– – 0.07% 104
2022
Q3 		$214K Hold
8,335
– – 0.06% 110
2022
Q2 		$223K Sell
8,335
-500
-6% -$14.9K 0.06% 104
2022
Q1 		$286K Sell
8,835
-525
-6% -$18.3K 0.07% 105
2021
Q4 		$357K Sell
9,360
-700
-7% -$24.6K 0.08% 98
2021
Q3 		$336K Hold
10,060
– – 0.08% 101
2021
Q2 		$342K Hold
10,060
– – 0.09% 97
2021
Q1 		$307K Sell
10,060
-751
-7% -$22.5K 0.08% 99
2020
Q4 		$302K Hold
10,811
– – 0.09% 97
2020
Q3 		$275K Sell
10,811
-250
-2% -$6.38K 0.09% 97
2020
Q2 		$250K Hold
11,061
– – 0.09% 100
2020
Q1 		$191K Hold
11,061
– – 0.07% 108
2019
Q4 		$266K Sell
11,061
-486
-4% -$10.4K 0.09% 108
2019
Q3 		$227K Sell
11,547
-1,200
-9% -$22.9K 0.07% 126
2019
Q2 		$255K Sell
12,747
-360
-3% -$7.01K 0.07% 152
2019
Q1 		$247K Sell
13,107
-829
-6% -$16K 0.08% 151
2018
Q4 		$265K Sell
13,936
-722
-5% -$14.6K 0.09% 143
2018
Q3 		$346K Sell
14,658
-1,228
-8% -$28.1K 0.11% 133
2018
Q2 		$346K Sell
15,886
-600
-4% -$13.9K 0.12% 134
2018
Q1 		$391K Buy
16,486
+29
+0.2% +$746 0.09% 160
2017
Q4 		$441K Buy
16,457
+67
+0.4% +$1.72K 0.09% 162
2017
Q3 		$406K Sell
16,390
-505
-3% -$12.1K 0.09% 157
2017
Q2 		$421K Sell
16,895
-602
-3% -$14.8K 0.09% 155
2017
Q1 		$409K Hold
17,497
– – 0.1% 140
2016
Q4 		$369K Hold
17,497
– – 0.1% 148
2016
Q3 		$394K Hold
17,497
– – 0.11% 127
2016
Q2 		$347K Hold
17,497
– – 0.12% 124
2016
Q1 		$340K Sell
17,497
-1,275
-7% -$22.5K 0.17% 102
2015
Q4 		$333K Sell
18,772
-277
-1% -$5.1K 0.19% 100
2015
Q3 		$337K Sell
19,049
-400
-2% -$7.8K 0.2% 98
2015
Q2 		$407K Sell
19,449
-200
-1% -$4.39K 0.24% 89
2015
Q1 		$416K Sell
19,649
-5,271
-21% -$108K 0.25% 91
2014
Q4 		$527K Buy
+24,920
New +$539K 0.31% 83

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

First Personal Financial Services's ABB Position: Q2 2023 in Review

First Personal Financial Services sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 7,855 shares — an estimated $269K sold.

First Personal Financial Services first reported a position in ABB in Q4 2014 and held it in 34 quarters. The position peaked at $527K in Q4 2014. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • First Personal Financial Services reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • First Personal Financial Services sold 7,855 ABB Ltd shares in Q2 2023, an estimated $269K.
  • First Personal Financial Services first reported a position in ABB Ltd in Q4 2014 and held it in 34 quarters.
  • First Personal Financial Services's ABB Ltd position peaked at $527K in Q4 2014.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on First Personal Financial Services's 13F filing for Q2 2023, filed 28 Jul 2023.