Independence Advisors’s AbbVie ABBV Stock Holding History

Independence Advisors’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
2020 Q3	$344K	Buy	3,929 +17	+0.4%	+$1.6K	0.07%	63
2020 Q2	$384K	Buy	3,912 +44	+1%	+$3.87K	0.09%	57
2020 Q1	$295K	Sell	3,868 -676	-15%	-$57.6K	0.08%	59
2019 Q4	$402K	Sell	4,544 -350	-7%	-$29.1K	0.1%	58
2019 Q3	$371K	Sell	4,894 -397	-8%	-$27.2K	0.09%	63
2019 Q2	$385K	Buy	5,291 +236	+5%	+$18.6K	0.1%	60
2019 Q1	$407K	Sell	5,055 -107	-2%	-$8.75K	0.11%	56
2018 Q4	$476K	Hold	5,162	–	–	0.16%	49
2018 Q3	$488K	Buy	5,162 +181	+4%	+$17.2K	0.15%	45
2018 Q2	$461K	Buy	4,981 +6	+0.1%	+$586	0.15%	45
2018 Q1	$471K	Sell	4,975 -499	-9%	-$54.8K	0.16%	44
2017 Q4	$529K	Sell	5,474 -103	-2%	-$9.71K	0.18%	41
2017 Q3	$496K	Sell	5,577 -1,047	-16%	-$79.7K	0.2%	38
2017 Q2	$480K	Sell	6,624 -51	-0.8%	-$3.43K	0.19%	42
2017 Q1	$435K	Hold	6,675	–	–	0.18%	44
2016 Q4	$418K	Sell	6,675 -10	-0.1%	-$610	0.18%	46
2016 Q3	$422K	Buy	6,685 +1,672	+33%	+$108K	0.2%	43
2016 Q2	$310K	Buy	+5,013	New	+$305K	0.16%	35

Other funds holding ABBV

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Independence Advisors's ABBV Position: Q3 2020 in Review

Independence Advisors increased its AbbVie (ABBV) stake by 0.43% in Q3 2020, buying an estimated $1.6K and bringing the position to 3,929 shares worth $344K. The position accounts for 0.07% of the portfolio, ranked #63.

Independence Advisors first reported a position in ABBV in Q2 2016 and has held it in 18 quarters since. The position peaked at $529K in Q4 2017. 2,366 funds tracked by Wall St. Rank hold ABBV as of Q3 2020.

Independence Advisors held 3,929 shares of AbbVie worth $344K as of Q3 2020.
Independence Advisors bought 17 AbbVie shares in Q3 2020, an estimated $1.6K.
AbbVie made up 0.07% of Independence Advisors's portfolio in Q3 2020, its #63 holding.
Independence Advisors first reported a position in AbbVie in Q2 2016 and has held it in 18 quarters since.
Independence Advisors's AbbVie position peaked at $529K in Q4 2017.
2,366 funds tracked by Wall St. Rank held AbbVie as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.