FW
ABT icon

FirstPurpose Wealth’s Abbott ABT Stock Holding History

FirstPurpose Wealth’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
Q1 		$1.04M Buy
9,367
+1,351
+17% +$155K 0.38% 47
2023
Q4 		$882K Buy
8,016
+1,856
+30% +$185K 0.34% 52
2023
Q3 		$597K Sell
6,160
-45
-0.7% -$4.73K 0.26% 71
2023
Q2 		$676K Buy
6,205
+164
+3% +$17.5K 0.29% 60
2023
Q1 		$612K Buy
6,041
+653
+12% +$68.9K 0.3% 61
2022
Q4 		$592K Buy
5,388
+254
+5% +$26.3K 0.33% 56
2022
Q3 		$497K Buy
5,134
+671
+15% +$71.5K 0.33% 57
2022
Q2 		$485K Sell
4,463
-1,229
-22% -$140K 0.33% 55
2022
Q1 		$674K Buy
5,692
+544
+11% +$67.4K 0.53% 43
2021
Q4 		$725K Buy
+5,148
New +$659K 0.46% 41

Other funds holding ABT

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FirstPurpose Wealth's ABT Position: Q1 2024 in Review

FirstPurpose Wealth increased its Abbott (ABT) stake by 17% in Q1 2024, buying an estimated $155K and bringing the position to 9,367 shares worth $1.04M. The position accounts for 0.38% of the portfolio, ranked #47.

FirstPurpose Wealth first reported a position in ABT in Q4 2021 and has held it in 10 quarters since. 2,905 funds tracked by Wall St. Rank hold ABT as of Q1 2024.

  • FirstPurpose Wealth held 9,367 shares of Abbott worth $1.04M as of Q1 2024.
  • FirstPurpose Wealth bought 1,351 Abbott shares in Q1 2024, an estimated $155K.
  • Abbott made up 0.38% of FirstPurpose Wealth's portfolio in Q1 2024, its #47 holding.
  • FirstPurpose Wealth first reported a position in Abbott in Q4 2021 and has held it in 10 quarters since.
  • 2,905 funds tracked by Wall St. Rank held Abbott as of Q1 2024.

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