Heritage Wealth Management (Arizona)’s AbbVie ABBV Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.53M	Buy	8,899 +3,104	+54%	+$514K	0.85%	29
2024 Q1	$1.06M	Buy	+5,795	New	+$999K	0.54%	42
2022 Q4	$131K	Buy	812 +508	+167%	+$77.9K	0.02%	381
2022 Q3	$41K	Buy	304 +61	+25%	+$8.75K	0.01%	423
2022 Q2	$37.2K	Sell	243 -14	-5%	-$2.14K	0.01%	464
2022 Q1	$42K	Buy	+257	New	+$37.3K	0.01%	496
2021 Q3	$28K	Sell	257 -86	-25%	-$9.83K	0.01%	512
2021 Q2	$39K	Buy	343 +256	+294%	+$28.8K	0.01%	490
2021 Q1	$9K	Buy	+87	New	+$9.31K	0.01%	580

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (Arizona)'s ABBV Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) increased its AbbVie (ABBV) stake by 54% in Q2 2024, buying an estimated $514K and bringing the position to 8,899 shares worth $1.53M. The position accounts for 0.85% of the portfolio, ranked #29.

Heritage Wealth Management (Arizona) first reported a position in ABBV in Q1 2021 and has held it in 9 quarters since. 3,370 funds tracked by Wall St. Rank hold ABBV as of Q2 2024.

Heritage Wealth Management (Arizona) held 8,899 shares of AbbVie worth $1.53M as of Q2 2024.
Heritage Wealth Management (Arizona) bought 3,104 AbbVie shares in Q2 2024, an estimated $514K.
AbbVie made up 0.85% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #29 holding.
Heritage Wealth Management (Arizona) first reported a position in AbbVie in Q1 2021 and has held it in 9 quarters since.
3,370 funds tracked by Wall St. Rank held AbbVie as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.