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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Heritage Wealth Management (Arizona) reduced its Abbott (ABT) stake by 7% in Q2 2024, selling an estimated $49.4K and leaving 6,219 shares worth $646K. The position accounts for 0.36% of the portfolio, ranked #65.

Heritage Wealth Management (Arizona) first reported a position in ABT in Q1 2021 and has held it in 10 quarters since. The position peaked at $2.43M in Q4 2022. 2,870 funds tracked by Wall St. Rank hold ABT as of Q2 2024.

Heritage Wealth Management (Arizona) held 6,219 shares of Abbott worth $646K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 466 Abbott shares in Q2 2024, an estimated $49.4K.
Abbott made up 0.36% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #65 holding.
Heritage Wealth Management (Arizona) first reported a position in Abbott in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Abbott position peaked at $2.43M in Q4 2022.
2,870 funds tracked by Wall St. Rank held Abbott as of Q2 2024.

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