Independence Advisors’s Abbott ABT Stock Holding History

Independence 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
2020 Q3	$263K	Hold	2,417	–	–	0.06%	82
2020 Q2	$221K	Sell	2,417 -114	-5%	-$10.3K	0.05%	86
2020 Q1	$200K	Hold	2,531	–	–	0.06%	83
2019 Q4	$220K	Hold	2,531	–	–	0.05%	91
2019 Q3	$212K	Sell	2,531 -333	-12%	-$28.3K	0.05%	100
2019 Q2	$241K	Buy	2,864 +333	+13%	+$26.2K	0.06%	85
2019 Q1	$202K	Buy	+2,531	New	+$188K	0.06%	91

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Independence Advisors's ABT Position: Q3 2020 in Review

Independence Advisors held its Abbott (ABT) position steady in Q3 2020 at 2,417 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #82.

Independence Advisors first reported a position in ABT in Q1 2019 and has held it in 7 quarters since. 2,306 funds tracked by Wall St. Rank hold ABT as of Q3 2020.

Independence Advisors held 2,417 shares of Abbott worth $263K as of Q3 2020.
Independence Advisors left its Abbott share count unchanged in Q3 2020.
Abbott made up 0.06% of Independence Advisors's portfolio in Q3 2020, its #82 holding.
Independence Advisors first reported a position in Abbott in Q1 2019 and has held it in 7 quarters since.
2,306 funds tracked by Wall St. Rank held Abbott as of Q3 2020.

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