HHM Wealth Advisors’s ABB Ltd ABB Stock Holding History

HHM Wealth Advisors’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	-488	Closed	-$16.7K	–	872
2023 Q1	$16.7K	Buy	488 +184	+61%	+$6.17K	﹤0.01%	442
2022 Q4	$9.26K	Buy	304 +2	+0.7%	+$58	﹤0.01%	460
2022 Q3	$8K	Sell	302 -303	-50%	-$8.51K	﹤0.01%	478
2022 Q2	$16K	Buy	605 +302	+100%	+$8.97K	﹤0.01%	463
2022 Q1	$10K	Buy	+303	New	+$10.6K	﹤0.01%	543
2021 Q3	–	Sell	-303	Closed	-$10K	–	677
2021 Q2	$10K	Hold	303	–	–	﹤0.01%	475
2021 Q1	$9K	Hold	303	–	–	﹤0.01%	457
2020 Q4	$8K	Hold	303	–	–	﹤0.01%	438
2020 Q3	$8K	Hold	303	–	–	﹤0.01%	408
2020 Q2	$7K	Hold	303	–	–	﹤0.01%	391
2020 Q1	$5K	Buy	+303	New	+$6.62K	﹤0.01%	397

Other funds holding ABB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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 $456M AUM 79.51% 1-Year Est. Return

HVP

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BCM

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

HHM Wealth Advisors's ABB Position: Q2 2023 in Review

HHM Wealth Advisors sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 488 shares — an estimated $16.7K sold.

HHM Wealth Advisors first reported a position in ABB in Q1 2020 and held it in 11 quarters. The position peaked at $16.7K in Q1 2023. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

HHM Wealth Advisors reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
HHM Wealth Advisors sold 488 ABB Ltd shares in Q2 2023, an estimated $16.7K.
HHM Wealth Advisors first reported a position in ABB Ltd in Q1 2020 and held it in 11 quarters.
HHM Wealth Advisors's ABB Ltd position peaked at $16.7K in Q1 2023.
134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.