Joseph P. Lucia & Associates’s AbbVie ABBV Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-209	Closed	-$32K	–	108
2022 Q2	$32K	Hold	209	–	–	0.02%	213
2022 Q1	$34K	Buy	+209	New	+$30.4K	0.02%	216
2021 Q4	–	Sell	-582	Closed	-$63K	–	129
2021 Q3	$63K	Buy	582 +50	+9%	+$5.71K	0.04%	202
2021 Q2	$60K	Buy	532 +278	+109%	+$31.3K	0.04%	208
2021 Q1	$27K	Sell	254 -15	-6%	-$1.6K	0.01%	260
2020 Q4	$29K	Buy	+269	New	+$25.9K	0.02%	225
2020 Q3	–	Sell	-409	Closed	-$40K	–	95
2020 Q2	$40K	Hold	409	–	–	0.04%	184
2020 Q1	$31K	Hold	409	–	–	0.03%	190
2019 Q4	$36K	Sell	409 -10	-2%	-$830	0.03%	202
2019 Q3	$32K	Sell	419 -60	-13%	-$4.11K	0.03%	206
2019 Q2	$35K	Sell	479 -24,628	-98%	-$1.94M	0.04%	199
2019 Q1	$299	Buy	+25,107	New	+$2.05M	0.02%	195

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Joseph P. Lucia & Associates's ABBV Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of AbbVie (ABBV) in Q3 2022, closing a stake of 209 shares — an estimated $32K sold.

Joseph P. Lucia & Associates first reported a position in ABBV in Q1 2019 and held it in 12 quarters. The position peaked at $63K in Q3 2021. 2,968 funds tracked by Wall St. Rank hold ABBV as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining AbbVie position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 209 AbbVie shares in Q3 2022, an estimated $32K.
Joseph P. Lucia & Associates first reported a position in AbbVie in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's AbbVie position peaked at $63K in Q3 2021.
2,968 funds tracked by Wall St. Rank held AbbVie as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.