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Freedom Wealth Alliance’s AbbVie ABBV Stock Holding History

Freedom Wealth Alliance’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
2023
Q3 		$454K Sell
3,043
-387
-11% -$56.8K 0.75% 22
2023
Q2 		$458K Buy
3,430
+301
+10% +$44.1K 0.64% 26
2023
Q1 		$499K Buy
3,129
+4
+0.1% +$612 0.75% 24
2022
Q4 		$505K Buy
+3,125
New +$479K 0.71% 23

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

Freedom Wealth Alliance's ABBV Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its AbbVie (ABBV) stake by 11% in Q3 2023, selling an estimated $56.8K and leaving 3,043 shares worth $454K. The position accounts for 0.75% of the portfolio, ranked #22.

Freedom Wealth Alliance first reported a position in ABBV in Q4 2022 and has held it in 4 quarters since. The position peaked at $505K in Q4 2022. 3,109 funds tracked by Wall St. Rank hold ABBV as of Q3 2023.

  • Freedom Wealth Alliance held 3,043 shares of AbbVie worth $454K as of Q3 2023.
  • Freedom Wealth Alliance sold 387 AbbVie shares in Q3 2023, an estimated $56.8K.
  • AbbVie made up 0.75% of Freedom Wealth Alliance's portfolio in Q3 2023, its #22 holding.
  • Freedom Wealth Alliance first reported a position in AbbVie in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's AbbVie position peaked at $505K in Q4 2022.
  • 3,109 funds tracked by Wall St. Rank held AbbVie as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.