JWM
ABB

Jeppson Wealth Management’s ABB Ltd ABB Stock Holding History

Jeppson Wealth Management’s Portfolio ABB Stock Details ABB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,200
Closed -$31K – 491
2020
Q3 		$31K Buy
+1,200
New +$30.6K 0.02% 285

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Jeppson Wealth Management's ABB Position: Q4 2020 in Review

Jeppson Wealth Management sold out of ABB Ltd (ABB) in Q4 2020, closing a stake of 1,200 shares — an estimated $31K sold.

Jeppson Wealth Management first reported a position in ABB in Q3 2020 and held it in 1 quarter. The position peaked at $31K in Q3 2020. 387 funds tracked by Wall St. Rank hold ABB as of Q4 2020.

  • Jeppson Wealth Management reported no remaining ABB Ltd position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,200 ABB Ltd shares in Q4 2020, an estimated $31K.
  • Jeppson Wealth Management first reported a position in ABB Ltd in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's ABB Ltd position peaked at $31K in Q3 2020.
  • 387 funds tracked by Wall St. Rank held ABB Ltd as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.