GWMIA
ABB

Global Wealth Management Investment Advisory’s ABB Ltd ABB Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio ABB Stock Details ABB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-401
Closed -$10K – 520
2020
Q3 		$10K Sell
401
-200
-33% -$5.1K ﹤0.01% 278
2020
Q2 		$14K Buy
601
+200
+50% +$3.85K 0.01% 317
2020
Q1 		$7K Buy
+401
New +$8.76K ﹤0.01% 390

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Global Wealth Management Investment Advisory's ABB Position: Q4 2020 in Review

Global Wealth Management Investment Advisory sold out of ABB Ltd (ABB) in Q4 2020, closing a stake of 401 shares — an estimated $10K sold.

Global Wealth Management Investment Advisory first reported a position in ABB in Q1 2020 and held it in 3 quarters. The position peaked at $14K in Q2 2020. 387 funds tracked by Wall St. Rank hold ABB as of Q4 2020.

  • Global Wealth Management Investment Advisory reported no remaining ABB Ltd position as of Q4 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 401 ABB Ltd shares in Q4 2020, an estimated $10K.
  • Global Wealth Management Investment Advisory first reported a position in ABB Ltd in Q1 2020 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's ABB Ltd position peaked at $14K in Q2 2020.
  • 387 funds tracked by Wall St. Rank held ABB Ltd as of Q4 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.