HWA
ABB

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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.42B AUM 22.77% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 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 $349M AUM 61.76% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return