First Personal Financial Services’s AbbVie ABBV Stock Holding History

First Personal Financial Services’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 Q3	$126K	Buy	639 +1	+0.2%	+$187	0.03%	148
2024 Q2	$109K	Hold	638	–	–	0.02%	152
2024 Q1	$116K	Sell	638 -271	-30%	-$46.7K	0.03%	147
2023 Q4	$141K	Hold	909	–	–	0.03%	134
2023 Q3	$135K	Hold	909	–	–	0.04%	131
2023 Q2	$122K	Hold	909	–	–	0.03%	138
2023 Q1	$145K	Sell	909 -43	-5%	-$6.57K	0.04%	125
2022 Q4	$154K	Hold	952	–	–	0.04%	126
2022 Q3	$128K	Buy	952 +438	+85%	+$62.9K	0.04%	134
2022 Q2	$79K	Hold	514	–	–	0.02%	150
2022 Q1	$83K	Sell	514 -75	-13%	-$10.9K	0.02%	159
2021 Q4	$80K	Sell	589 -601	-51%	-$71K	0.02%	161
2021 Q3	$128K	Hold	1,190	–	–	0.03%	138
2021 Q2	$134K	Hold	1,190	–	–	0.03%	135
2021 Q1	$129K	Sell	1,190 -496	-29%	-$53.1K	0.04%	134
2020 Q4	$181K	Hold	1,686	–	–	0.05%	121
2020 Q3	$148K	Sell	1,686 -14	-0.8%	-$1.32K	0.05%	123
2020 Q2	$167K	Hold	1,700	–	–	0.06%	118
2020 Q1	$130K	Sell	1,700 -135	-7%	-$11.5K	0.05%	130
2019 Q4	$162K	Buy	1,835 +36	+2%	+$2.99K	0.05%	132
2019 Q3	$136K	Sell	1,799 -14,923	-89%	-$1.02M	0.04%	155
2019 Q2	$1.22M	Buy	16,722 +102	+0.6%	+$8.02K	0.35%	65
2019 Q1	$1.34M	Sell	16,620 -417	-2%	-$34.1K	0.41%	58
2018 Q4	$1.57M	Sell	17,037 -140	-0.8%	-$12.3K	0.54%	50
2018 Q3	$1.63M	Sell	17,177 -86	-0.5%	-$8.15K	0.51%	52
2018 Q2	$1.6M	Sell	17,263 -846	-5%	-$82.6K	0.54%	51
2018 Q1	$1.71M	Sell	18,109 -139	-0.8%	-$15.3K	0.38%	71
2017 Q4	$1.76M	Buy	18,248 +488	+3%	+$46K	0.34%	76
2017 Q3	$1.58M	Buy	17,760 +73	+0.4%	+$5.56K	0.33%	77
2017 Q2	$1.28M	Buy	17,687 +15,391	+670%	+$1.03M	0.28%	86
2017 Q1	$150K	Buy	2,296 +475	+26%	+$29.9K	0.04%	227
2016 Q4	$114K	Sell	1,821 -65	-3%	-$3.97K	0.03%	261
2016 Q3	$119K	Sell	1,886 -350	-16%	-$22.7K	0.03%	191
2016 Q2	$138K	Buy	2,236 +1,028	+85%	+$62.6K	0.05%	174
2016 Q1	$69K	Sell	1,208 -180	-13%	-$10K	0.03%	161
2015 Q4	$82K	Buy	1,388 +600	+76%	+$34.6K	0.05%	153
2015 Q3	$43K	Buy	788 +438	+125%	+$28.5K	0.03%	182
2015 Q2	$24K	Sell	350 -140	-29%	-$9.14K	0.01%	217
2015 Q1	$29K	Hold	490	–	–	0.02%	197
2014 Q4	$32K	Buy	+490	New	+$30.9K	0.02%	181

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

First Personal Financial Services's ABBV Position: Q3 2024 in Review

First Personal Financial Services increased its AbbVie (ABBV) stake by 0.16% in Q3 2024, buying an estimated $187 and bringing the position to 639 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #148.

First Personal Financial Services first reported a position in ABBV in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.76M in Q4 2017. 3,498 funds tracked by Wall St. Rank hold ABBV as of Q3 2024.

First Personal Financial Services held 639 shares of AbbVie worth $126K as of Q3 2024.
First Personal Financial Services bought 1 AbbVie share in Q3 2024, an estimated $187.
AbbVie made up 0.03% of First Personal Financial Services's portfolio in Q3 2024, its #148 holding.
First Personal Financial Services first reported a position in AbbVie in Q4 2014 and has held it in 40 quarters since.
First Personal Financial Services's AbbVie position peaked at $1.76M in Q4 2017.
3,498 funds tracked by Wall St. Rank held AbbVie as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.