Heritage Wealth Management (Arizona)’s ABB Ltd ABB Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$1.19M	Buy	39,072 +19,587	+101%	+$570K	0.17%	101
2022 Q3	$500K	Buy	19,485 +1,115	+6%	+$31.3K	0.16%	99
2022 Q2	$491K	Buy	18,370 +2,231	+14%	+$66.3K	0.16%	102
2022 Q1	$522K	Buy	+16,139	New	+$563K	0.14%	109
2021 Q3	$208K	Buy	6,223 +916	+17%	+$33.3K	0.07%	209
2021 Q2	$180K	Buy	5,307 +2,447	+86%	+$81.8K	0.07%	243
2021 Q1	$87K	Buy	+2,860	New	+$85.9K	0.05%	270

Other funds holding ABB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ABB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its ABB Ltd (ABB) stake by 101% in Q4 2022, buying an estimated $570K and bringing the position to 39,072 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #101.

Heritage Wealth Management (Arizona) first reported a position in ABB in Q1 2021 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold ABB as of Q4 2022.

Heritage Wealth Management (Arizona) held 39,072 shares of ABB Ltd worth $1.19M as of Q4 2022.
Heritage Wealth Management (Arizona) bought 19,587 ABB Ltd shares in Q4 2022, an estimated $570K.
ABB Ltd made up 0.17% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #101 holding.
Heritage Wealth Management (Arizona) first reported a position in ABB Ltd in Q1 2021 and has held it in 7 quarters since.
453 funds tracked by Wall St. Rank held ABB Ltd as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.