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Global Wealth Management Investment Advisory’s Abbott ABT Stock Holding History

Global Wealth Management Investment Advisory’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 		– Sell
-1,099
Closed -$121K – 137
2023
Q4 		$121K Buy
1,099
+23
+2% +$2.3K 0.03% 144
2023
Q3 		$104K Buy
1,076
+215
+25% +$22.6K 0.03% 152
2023
Q2 		$93.9K Buy
+861
New +$91.8K 0.03% 162
2022
Q3 		– Sell
-1,168
Closed -$127K – 136
2022
Q2 		$127K Sell
1,168
-81
-6% -$9.2K 0.04% 146
2022
Q1 		$148K Buy
1,249
+177
+17% +$21.9K 0.04% 147
2021
Q4 		$151K Sell
1,072
-119
-10% -$15.2K 0.05% 149
2021
Q3 		$141K Buy
1,191
+34
+3% +$4.18K 0.04% 154
2021
Q2 		$134K Hold
1,157
– – 0.04% 157
2021
Q1 		$139K Sell
1,157
-52
-4% -$6.16K 0.05% 136
2020
Q4 		$132K Buy
1,209
+52
+4% +$5.65K 0.05% 127
2020
Q3 		$126K Sell
1,157
-275
-19% -$27.9K 0.05% 120
2020
Q2 		$131K Buy
1,432
+75
+6% +$6.78K 0.06% 130
2020
Q1 		$107K Hold
1,357
– – 0.05% 131
2019
Q4 		$118K Sell
1,357
-42
-3% -$3.52K 0.05% 135
2019
Q3 		$117K Buy
1,399
+200
+17% +$17K 0.05% 124
2019
Q2 		$101K Sell
1,199
-100
-8% -$7.87K 0.05% 138
2019
Q1 		$104K Buy
1,299
+80
+7% +$5.95K 0.05% 160
2018
Q4 		$88K Buy
+1,219
New +$85.7K 0.05% 188

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

Global Wealth Management Investment Advisory's ABT Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Abbott (ABT) in Q1 2024, closing a stake of 1,099 shares — an estimated $121K sold.

Global Wealth Management Investment Advisory first reported a position in ABT in Q4 2018 and held it in 18 quarters. The position peaked at $151K in Q4 2021. 2,905 funds tracked by Wall St. Rank hold ABT as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Abbott position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,099 Abbott shares in Q1 2024, an estimated $121K.
  • Global Wealth Management Investment Advisory first reported a position in Abbott in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Abbott position peaked at $151K in Q4 2021.
  • 2,905 funds tracked by Wall St. Rank held Abbott as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.