IA
ABB

IFG Advisory’s ABB Ltd ABB Stock Holding History

IFG Advisory’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
-6,588
Closed -$226K – 522
2023
Q1 		$226K Sell
6,588
-234
-3% -$7.84K 0.02% 469
2022
Q4 		$207K Buy
+6,822
New +$199K 0.02% 460
2022
Q2 		– Sell
-11,303
Closed -$365K – 535
2022
Q1 		$365K Sell
11,303
-69
-0.6% -$2.41K 0.04% 363
2021
Q4 		$434K Hold
11,372
– – 0.04% 332
2021
Q3 		$379K Hold
11,372
– – 0.04% 352
2021
Q2 		$386K Sell
11,372
-18,311
-62% -$612K 0.04% 343
2021
Q1 		$904K Hold
29,683
– – 0.11% 204
2020
Q4 		$829K Buy
+29,683
New +$791K 0.11% 196
2020
Q3 		– Sell
-29,773
Closed -$671K – 421
2020
Q2 		$671K Sell
29,773
-91
-0.3% -$1.75K 0.12% 187
2020
Q1 		$515K Sell
29,864
-6,042
-17% -$132K 0.12% 189
2019
Q4 		$864K Buy
35,906
+11
+0% +$236 0.16% 158
2019
Q3 		$706K Sell
35,895
-1,224
-3% -$23.3K 0.14% 182
2019
Q2 		$743K Buy
37,119
+16
+0% +$312 0.13% 157
2019
Q1 		$700K Buy
37,103
+25,408
+217% +$492K 0.13% 150
2018
Q4 		$222K Buy
+11,695
New +$237K 0.05% 286

Other funds holding ABB

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

IFG Advisory's ABB Position: Q2 2023 in Review

IFG Advisory sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 6,588 shares — an estimated $226K sold.

IFG Advisory first reported a position in ABB in Q4 2018 and held it in 15 quarters. The position peaked at $904K in Q1 2021. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • IFG Advisory reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • IFG Advisory sold 6,588 ABB Ltd shares in Q2 2023, an estimated $226K.
  • IFG Advisory first reported a position in ABB Ltd in Q4 2018 and held it in 15 quarters.
  • IFG Advisory's ABB Ltd position peaked at $904K in Q1 2021.
  • 134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on IFG Advisory's 13F filing for Q2 2023, filed 21 Jul 2023.