IBEX Wealth Advisors’s Abbott ABT Stock Holding History

IBEX Wealth Advisors’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
2022 Q1	–	Sell	-8,260	Closed	-$1.16M	–	172
2021 Q4	$1.16M	Buy	+8,260	New	+$1.06M	0.21%	107
2021 Q2	–	Sell	-46,182	Closed	-$5.53M	–	183
2021 Q1	$5.53M	Buy	46,182 +13,880	+43%	+$1.64M	1.36%	21
2020 Q4	$3.54M	Buy	32,302 +1,617	+5%	+$176K	0.92%	47
2020 Q3	$3.34M	Buy	30,685 +408	+1%	+$41.4K	0.97%	44
2020 Q2	$2.77M	Sell	30,277 -21,370	-41%	-$1.93M	0.89%	49
2020 Q1	$4.08M	Buy	+51,647	New	+$4.31M	1.59%	17
2017 Q2	–	Sell	-339	Closed	-$15K	–	131
2017 Q1	$15K	Hold	339	–	–	0.01%	76
2016 Q4	$14K	Buy	+339	New	+$13.4K	0.01%	256

Other funds holding ABT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IBEX Wealth Advisors's ABT Position: Q1 2022 in Review

IBEX Wealth Advisors sold out of Abbott (ABT) in Q1 2022, closing a stake of 8,260 shares — an estimated $1.16M sold.

IBEX Wealth Advisors first reported a position in ABT in Q4 2016 and held it in 8 quarters. The position peaked at $5.53M in Q1 2021. 2,760 funds tracked by Wall St. Rank hold ABT as of Q1 2022.

IBEX Wealth Advisors reported no remaining Abbott position as of Q1 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 8,260 Abbott shares in Q1 2022, an estimated $1.16M.
IBEX Wealth Advisors first reported a position in Abbott in Q4 2016 and held it in 8 quarters.
IBEX Wealth Advisors's Abbott position peaked at $5.53M in Q1 2021.
2,760 funds tracked by Wall St. Rank held Abbott as of Q1 2022.

Based on IBEX Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.