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FirstPurpose Wealth’s AbbVie ABBV Stock Holding History

FirstPurpose Wealth’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
Q1 		$606K Sell
3,588
-58
-2% -$10K 0.22% 82
2023
Q4 		$565K Sell
3,646
-4
-0.1% -$583 0.22% 78
2023
Q3 		$544K Buy
3,650
+217
+6% +$31.9K 0.24% 76
2023
Q2 		$463K Sell
3,433
-46
-1% -$6.75K 0.2% 88
2023
Q1 		$554K Buy
3,479
+2,207
+174% +$337K 0.27% 68
2022
Q4 		$206K Buy
+1,272
New +$195K 0.11% 170

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FirstPurpose Wealth's ABBV Position: Q1 2024 in Review

FirstPurpose Wealth reduced its AbbVie (ABBV) stake by 1.6% in Q1 2024, selling an estimated $10K and leaving 3,588 shares worth $606K. The position accounts for 0.22% of the portfolio, ranked #82.

FirstPurpose Wealth first reported a position in ABBV in Q4 2022 and has held it in 6 quarters since. 3,380 funds tracked by Wall St. Rank hold ABBV as of Q1 2024.

  • FirstPurpose Wealth held 3,588 shares of AbbVie worth $606K as of Q1 2024.
  • FirstPurpose Wealth sold 58 AbbVie shares in Q1 2024, an estimated $10K.
  • AbbVie made up 0.22% of FirstPurpose Wealth's portfolio in Q1 2024, its #82 holding.
  • FirstPurpose Wealth first reported a position in AbbVie in Q4 2022 and has held it in 6 quarters since.
  • 3,380 funds tracked by Wall St. Rank held AbbVie as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.