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Independent Advisor Alliance’s ABM Industries ABM Stock Holding History

Independent Advisor Alliance’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,418
Closed -$589K – 424
2022
Q3 		$589K Sell
15,418
-6,674
-30% -$292K 0.03% 334
2022
Q2 		$959K Sell
22,092
-767
-3% -$35.5K 0.05% 277
2022
Q1 		$1.05M Sell
22,859
-404
-2% -$17.6K 0.05% 274
2021
Q4 		$950K Sell
23,263
-995
-4% -$44.9K 0.05% 286
2021
Q3 		$1.09M Sell
24,258
-636
-3% -$29.4K 0.06% 250
2021
Q2 		$1.1M Sell
24,894
-314
-1% -$15.8K 0.06% 264
2021
Q1 		$1.29M Sell
25,208
-628
-2% -$27.5K 0.08% 211
2020
Q4 		$978K Sell
25,836
-297
-1% -$11.2K 0.07% 217
2020
Q3 		$958K Buy
26,133
+1,373
+6% +$50.3K 0.07% 192
2020
Q2 		$899K Buy
24,760
+3,135
+14% +$102K 0.1% 174
2020
Q1 		$527K Sell
21,625
-827
-4% -$28.5K 0.08% 205
2019
Q4 		$847K Buy
22,452
+3,668
+20% +$137K 0.04% 408
2019
Q3 		$682K Buy
18,784
+10,430
+125% +$405K 0.08% 206
2019
Q2 		$334K Buy
8,354
+2,331
+39% +$88.5K 0.05% 279
2019
Q1 		$219K Buy
+6,023
New +$209K 0.03% 386
2018
Q2 		– Sell
-24,016
Closed -$788K – 355
2018
Q1 		$788K Buy
24,016
+3,932
+20% +$144K 0.18% 139
2017
Q4 		$794K Buy
20,084
+5,387
+37% +$223K 0.18% 138
2017
Q3 		$629K Buy
14,697
+1,852
+14% +$78.9K 0.17% 136
2017
Q2 		$523K Buy
+12,845
New +$545K 0.17% 142

Other funds holding ABM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Advisor Alliance's ABM Position: Q4 2022 in Review

Independent Advisor Alliance sold out of ABM Industries (ABM) in Q4 2022, closing a stake of 15,418 shares — an estimated $589K sold.

Independent Advisor Alliance first reported a position in ABM in Q2 2017 and held it in 19 quarters. The position peaked at $1.29M in Q1 2021. 248 funds tracked by Wall St. Rank hold ABM as of Q4 2022.

  • Independent Advisor Alliance reported no remaining ABM Industries position as of Q4 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 15,418 ABM Industries shares in Q4 2022, an estimated $589K.
  • Independent Advisor Alliance first reported a position in ABM Industries in Q2 2017 and held it in 19 quarters.
  • Independent Advisor Alliance's ABM Industries position peaked at $1.29M in Q1 2021.
  • 248 funds tracked by Wall St. Rank held ABM Industries as of Q4 2022.

Based on Independent Advisor Alliance's 13F filing for Q4 2022, filed 13 Feb 2023.