IWS
ABBV icon

Insight Wealth Strategies’s AbbVie ABBV Stock Holding History

Insight Wealth Strategies’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
2023
Q1 		– Sell
-1,322
Closed -$214K – 137
2022
Q4 		$214K Buy
1,322
+12
+0.9% +$1.84K 0.04% 133
2022
Q3 		$201K Hold
1,310
– – 0.04% 138
2022
Q2 		$201K Buy
1,310
+25
+2% +$3.82K 0.04% 138
2022
Q1 		$208K Buy
+1,285
New +$187K 0.03% 153

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Insight Wealth Strategies's ABBV Position: Q1 2023 in Review

Insight Wealth Strategies sold out of AbbVie (ABBV) in Q1 2023, closing a stake of 1,322 shares — an estimated $214K sold.

Insight Wealth Strategies first reported a position in ABBV in Q1 2022 and held it in 4 quarters. The position peaked at $214K in Q4 2022. 3,139 funds tracked by Wall St. Rank hold ABBV as of Q1 2023.

  • Insight Wealth Strategies reported no remaining AbbVie position as of Q1 2023 after selling out during the quarter.
  • Insight Wealth Strategies sold 1,322 AbbVie shares in Q1 2023, an estimated $214K.
  • Insight Wealth Strategies first reported a position in AbbVie in Q1 2022 and held it in 4 quarters.
  • Insight Wealth Strategies's AbbVie position peaked at $214K in Q4 2022.
  • 3,139 funds tracked by Wall St. Rank held AbbVie as of Q1 2023.

Based on Insight Wealth Strategies's 13F filing for Q1 2023, filed 6 Apr 2023.