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Genesis Wealth Advisors’s Abbott ABT Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$63.8K Hold
1,300
– – 0.05% 151
2015
Q1 		$59.7K Sell
1,300
-700
-35% -$32.1K 0.05% 173
2014
Q4 		$94.8K Buy
+2,000
New +$87.1K 0.08% 143

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Genesis Wealth Advisors's ABT Position: Q2 2015 in Review

Genesis Wealth Advisors held its Abbott (ABT) position steady in Q2 2015 at 1,300 shares worth $63.8K. The position accounts for 0.05% of the portfolio, ranked #151.

Genesis Wealth Advisors first reported a position in ABT in Q4 2014 and has held it in 3 quarters since. The position peaked at $94.8K in Q4 2014. 1,487 funds tracked by Wall St. Rank hold ABT as of Q2 2015.

  • Genesis Wealth Advisors held 1,300 shares of Abbott worth $63.8K as of Q2 2015.
  • Genesis Wealth Advisors left its Abbott share count unchanged in Q2 2015.
  • Abbott made up 0.05% of Genesis Wealth Advisors's portfolio in Q2 2015, its #151 holding.
  • Genesis Wealth Advisors first reported a position in Abbott in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Abbott position peaked at $94.8K in Q4 2014.
  • 1,487 funds tracked by Wall St. Rank held Abbott as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.