GoalVest Advisory’s ABB Ltd ABB Stock Holding History

GoalVest 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
2023 Q2	–	Sell	-960	Closed	-$32.9K	–	420
2023 Q1	$32.9K	Hold	960	–	–	0.02%	134
2022 Q4	$29.2K	Hold	960	–	–	0.02%	142
2022 Q3	$25K	Hold	960	–	–	0.02%	140
2022 Q2	$25K	Sell	960 -21,936	-96%	-$652K	0.02%	206
2022 Q1	$740K	Buy	+22,896	New	+$799K	0.42%	69
2021 Q2	$731K	Sell	21,496 -1,065	-5%	-$35.6K	0.45%	60
2021 Q1	$687K	Buy	+22,561	New	+$677K	0.51%	64

Other funds holding ABB

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

GCAC

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

GoalVest Advisory's ABB Position: Q2 2023 in Review

GoalVest Advisory sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 960 shares — an estimated $32.9K sold.

GoalVest Advisory first reported a position in ABB in Q1 2021 and held it in 7 quarters. The position peaked at $740K in Q1 2022. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

GoalVest Advisory reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
GoalVest Advisory sold 960 ABB Ltd shares in Q2 2023, an estimated $32.9K.
GoalVest Advisory first reported a position in ABB Ltd in Q1 2021 and held it in 7 quarters.
GoalVest Advisory's ABB Ltd position peaked at $740K in Q1 2022.
136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.