IronBridge Private Wealth’s AbbVie ABBV Stock Holding History

IronBridge Private Wealth’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	-23,787	Closed	-$3.84M	–	32
2022 Q4	$3.84M	Buy	+23,787	New	+$3.65M	3.17%	12
2022 Q1	–	Sell	-484	Closed	-$65K	–	39
2021 Q4	$65K	Buy	484 +1	+0.2%	+$118	0.03%	61
2021 Q3	$52K	Hold	483	–	–	0.03%	56
2021 Q2	$54K	Buy	483 +1	+0.2%	+$113	0.03%	60
2021 Q1	$52K	Hold	482	–	–	0.03%	60
2020 Q4	$52K	Buy	+482	New	+$46.3K	0.04%	55

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IronBridge Private Wealth's ABBV Position: Q1 2023 in Review

IronBridge Private Wealth sold out of AbbVie (ABBV) in Q1 2023, closing a stake of 23,787 shares — an estimated $3.84M sold.

IronBridge Private Wealth first reported a position in ABBV in Q4 2020 and held it in 6 quarters. The position peaked at $3.84M in Q4 2022. 3,139 funds tracked by Wall St. Rank hold ABBV as of Q1 2023.

IronBridge Private Wealth reported no remaining AbbVie position as of Q1 2023 after selling out during the quarter.
IronBridge Private Wealth sold 23,787 AbbVie shares in Q1 2023, an estimated $3.84M.
IronBridge Private Wealth first reported a position in AbbVie in Q4 2020 and held it in 6 quarters.
IronBridge Private Wealth's AbbVie position peaked at $3.84M in Q4 2022.
3,139 funds tracked by Wall St. Rank held AbbVie as of Q1 2023.

Based on IronBridge Private Wealth's 13F filing for Q1 2023, filed 12 Apr 2023.