GWSA
ABB

Global Wealth Strategies & Associates’s ABB Ltd ABB Stock Holding History

Global Wealth Strategies & Associates’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
2023
Q3 		– Sell
-265
Closed -$10.4K – 366
2023
Q2 		$10.4K Hold
265
– – ﹤0.01% 159
2023
Q1 		$9.09K Hold
265
– – ﹤0.01% 171
2022
Q4 		$8.07K Buy
+265
New +$7.71K ﹤0.01% 170

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Global Wealth Strategies & Associates's ABB Position: Q3 2023 in Review

Global Wealth Strategies & Associates sold out of ABB Ltd (ABB) in Q3 2023, closing a stake of 265 shares — an estimated $10.4K sold.

Global Wealth Strategies & Associates first reported a position in ABB in Q4 2022 and held it in 3 quarters. The position peaked at $10.4K in Q2 2023. 58 funds tracked by Wall St. Rank hold ABB as of Q3 2023.

  • Global Wealth Strategies & Associates reported no remaining ABB Ltd position as of Q3 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 265 ABB Ltd shares in Q3 2023, an estimated $10.4K.
  • Global Wealth Strategies & Associates first reported a position in ABB Ltd in Q4 2022 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's ABB Ltd position peaked at $10.4K in Q2 2023.
  • 58 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2023, filed 20 Oct 2023.