Heritage Wealth Management (Arizona)’s Abbott ABT Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$646K	Sell	6,219 -466	-7%	-$49.4K	0.36%	65
2024 Q1	$760K	Sell	6,685 -131	-2%	-$15K	0.39%	60
2023 Q4	$750K	Buy	+6,816	New	+$681K	0.41%	58
2022 Q4	$2.43M	Buy	22,147 +11,888	+116%	+$1.23M	0.35%	52
2022 Q3	$993K	Buy	10,259 +424	+4%	+$45.2K	0.32%	56
2022 Q2	$1.07M	Buy	9,835 +35	+0.4%	+$3.98K	0.36%	53
2022 Q1	$1.16M	Buy	+9,800	New	+$1.21M	0.31%	64
2021 Q3	$831K	Buy	7,032 +809	+13%	+$99.4K	0.3%	63
2021 Q2	$721K	Buy	6,223 +347	+6%	+$40.5K	0.27%	76
2021 Q1	$704K	Buy	+5,876	New	+$696K	0.4%	60

Other funds holding ABT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM