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Houlihan Financial Resource Group’s AbbVie ABBV Stock Holding History

Houlihan Financial Resource Group’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
2023
Q3 		– Sell
-1,514
Closed -$220K – 96
2023
Q2 		$220K Buy
+1,514
New +$222K 0.01% 125
2020
Q3 		$78K Buy
+795
New +$74.8K 0.05% 143

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Houlihan Financial Resource Group's ABBV Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of AbbVie (ABBV) in Q3 2023, closing a stake of 1,514 shares — an estimated $220K sold.

Houlihan Financial Resource Group first reported a position in ABBV in Q3 2020 and held it in 2 quarters. The position peaked at $220K in Q2 2023. 3,108 funds tracked by Wall St. Rank hold ABBV as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining AbbVie position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 1,514 AbbVie shares in Q3 2023, an estimated $220K.
  • Houlihan Financial Resource Group first reported a position in AbbVie in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's AbbVie position peaked at $220K in Q2 2023.
  • 3,108 funds tracked by Wall St. Rank held AbbVie as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.