JWA
ABB

JFS Wealth Advisors’s ABB Ltd ABB Stock Holding History

JFS Wealth Advisors’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
2023
Q2 		– Sell
-397
Closed -$13.6K – 2022
2023
Q1 		$13.6K Buy
397
+40
+11% +$1.34K ﹤0.01% 618
2022
Q4 		$10.9K Buy
357
+36
+11% +$1.05K ﹤0.01% 675
2022
Q3 		$8K Buy
321
+174
+118% +$4.89K ﹤0.01% 833
2022
Q2 		$4K Sell
147
-108
-42% -$3.21K ﹤0.01% 1133
2022
Q1 		$8K Buy
255
+148
+138% +$5.16K ﹤0.01% 895
2021
Q4 		$4K Buy
+107
New +$3.75K ﹤0.01% 898

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

JFS Wealth Advisors's ABB Position: Q2 2023 in Review

JFS Wealth Advisors sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 397 shares — an estimated $13.6K sold.

JFS Wealth Advisors first reported a position in ABB in Q4 2021 and held it in 6 quarters. The position peaked at $13.6K in Q1 2023. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • JFS Wealth Advisors reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 397 ABB Ltd shares in Q2 2023, an estimated $13.6K.
  • JFS Wealth Advisors first reported a position in ABB Ltd in Q4 2021 and held it in 6 quarters.
  • JFS Wealth Advisors's ABB Ltd position peaked at $13.6K in Q1 2023.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.