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GoalFusion Wealth Management’s Abbott ABT Stock Holding History

GoalFusion Wealth Management’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
-4,034
Closed -$444K – 30
2023
Q4 		$444K Sell
4,034
-1,000
-20% -$99.9K 0.3% 19
2023
Q3 		$488K Buy
5,034
+2,221
+79% +$233K 0.36% 16
2023
Q2 		$307K Hold
2,813
– – 0.23% 21
2023
Q1 		$285K Sell
2,813
-42
-1% -$4.43K 0.22% 19
2022
Q4 		$316K Buy
+2,855
New +$296K 0.25% 16

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

GoalFusion Wealth Management's ABT Position: Q1 2024 in Review

GoalFusion Wealth Management sold out of Abbott (ABT) in Q1 2024, closing a stake of 4,034 shares — an estimated $444K sold.

GoalFusion Wealth Management first reported a position in ABT in Q4 2022 and held it in 5 quarters. The position peaked at $488K in Q3 2023. 2,904 funds tracked by Wall St. Rank hold ABT as of Q1 2024.

  • GoalFusion Wealth Management reported no remaining Abbott position as of Q1 2024 after selling out during the quarter.
  • GoalFusion Wealth Management sold 4,034 Abbott shares in Q1 2024, an estimated $444K.
  • GoalFusion Wealth Management first reported a position in Abbott in Q4 2022 and held it in 5 quarters.
  • GoalFusion Wealth Management's Abbott position peaked at $488K in Q3 2023.
  • 2,904 funds tracked by Wall St. Rank held Abbott as of Q1 2024.

Based on GoalFusion Wealth Management's 13F filing for Q1 2024, filed 3 Apr 2024.