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Institutional & Family Asset Management’s AbbVie ABBV Stock Holding History

Institutional & Family Asset Management’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
2024
Q2 		$346K Buy
2,020
+412
+26% +$68.2K 0.05% 126
2024
Q1 		$293K Sell
1,608
-84
-5% -$14.5K 0.05% 128
2023
Q4 		$262K Buy
1,692
+19
+1% +$2.77K 0.04% 132
2023
Q3 		$249K Buy
1,673
+21
+1% +$3.08K 0.04% 131
2023
Q2 		$223K Sell
1,652
-4
-0.2% -$587 0.04% 138
2023
Q1 		$264K Buy
1,656
+197
+14% +$30.1K 0.04% 130
2022
Q4 		$236K Sell
1,459
-89
-6% -$13.6K 0.04% 132
2022
Q3 		$208K Sell
1,548
-148
-9% -$21.2K 0.04% 134
2022
Q2 		$260K Sell
1,696
-206
-11% -$31.5K 0.04% 125
2022
Q1 		$308K Buy
1,902
+12
+0.6% +$1.74K 0.05% 129
2021
Q4 		$256K Sell
1,890
-38
-2% -$4.49K 0.04% 142
2021
Q3 		$208K Buy
1,928
+125
+7% +$14.3K 0.03% 171
2021
Q2 		$203K Sell
1,803
-515
-22% -$58K 0.03% 172
2021
Q1 		$251K Buy
2,318
+70
+3% +$7.49K 0.05% 159
2020
Q4 		$241K Sell
2,248
-76
-3% -$7.3K 0.05% 165
2020
Q3 		$204K Sell
2,324
-2,630
-53% -$248K 0.05% 166
2020
Q2 		$486K Buy
4,954
+1,305
+36% +$115K 0.1% 112
2020
Q1 		$278K Buy
3,649
+545
+18% +$46.4K 0.06% 130
2019
Q4 		$275K Sell
3,104
-542
-15% -$45K 0.06% 144
2019
Q3 		$276K Buy
3,646
+909
+33% +$62.3K 0.06% 138
2019
Q2 		$199K Sell
2,737
-16
-0.6% -$1.26K 0.04% 167
2019
Q1 		$222K Buy
2,753
+3
+0.1% +$245 0.05% 171
2018
Q4 		$253K Sell
2,750
-1,161
-30% -$102K 0.06% 147
2018
Q3 		$370K Sell
3,911
-1,762
-31% -$167K 0.07% 144
2018
Q2 		$526K Buy
5,673
+1,320
+30% +$129K 0.11% 109
2018
Q1 		$412K Buy
4,353
+150
+4% +$16.5K 0.09% 123
2017
Q4 		$406K Sell
4,203
-26
-0.6% -$2.45K 0.08% 123
2017
Q3 		$376K Buy
4,229
+240
+6% +$18.3K 0.08% 137
2017
Q2 		$289K Buy
3,989
+110
+3% +$7.39K 0.07% 112
2017
Q1 		$253K Buy
+3,879
New +$244K 0.08% 113
2016
Q3 		– Sell
-3,585
Closed -$222K – 117
2016
Q2 		$222K Buy
+3,585
New +$218K 0.08% 110

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Institutional & Family Asset Management's ABBV Position: Q2 2024 in Review

Institutional & Family Asset Management increased its AbbVie (ABBV) stake by 26% in Q2 2024, buying an estimated $68.2K and bringing the position to 2,020 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #126.

Institutional & Family Asset Management first reported a position in ABBV in Q2 2016 and has held it in 31 quarters since. The position peaked at $526K in Q2 2018. 3,364 funds tracked by Wall St. Rank hold ABBV as of Q2 2024.

  • Institutional & Family Asset Management held 2,020 shares of AbbVie worth $346K as of Q2 2024.
  • Institutional & Family Asset Management bought 412 AbbVie shares in Q2 2024, an estimated $68.2K.
  • AbbVie made up 0.05% of Institutional & Family Asset Management's portfolio in Q2 2024, its #126 holding.
  • Institutional & Family Asset Management first reported a position in AbbVie in Q2 2016 and has held it in 31 quarters since.
  • Institutional & Family Asset Management's AbbVie position peaked at $526K in Q2 2018.
  • 3,364 funds tracked by Wall St. Rank held AbbVie as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.