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Jupiter Wealth Management’s AbbVie ABBV Stock Holding History

Jupiter Wealth 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
2021
Q4 		– Sell
-2,500
Closed -$292K – 88
2021
Q3 		$292K Hold
2,500
– – 0.14% 78
2021
Q2 		$286K Hold
2,500
– – 0.14% 78
2021
Q1 		$277K Buy
+2,500
New +$267K 0.14% 75

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jupiter Wealth Management's ABBV Position: Q4 2021 in Review

Jupiter Wealth Management sold out of AbbVie (ABBV) in Q4 2021, closing a stake of 2,500 shares — an estimated $292K sold.

Jupiter Wealth Management first reported a position in ABBV in Q1 2021 and held it in 3 quarters. The position peaked at $292K in Q3 2021. 2,982 funds tracked by Wall St. Rank hold ABBV as of Q4 2021.

  • Jupiter Wealth Management reported no remaining AbbVie position as of Q4 2021 after selling out during the quarter.
  • Jupiter Wealth Management sold 2,500 AbbVie shares in Q4 2021, an estimated $292K.
  • Jupiter Wealth Management first reported a position in AbbVie in Q1 2021 and held it in 3 quarters.
  • Jupiter Wealth Management's AbbVie position peaked at $292K in Q3 2021.
  • 2,982 funds tracked by Wall St. Rank held AbbVie as of Q4 2021.

Based on Jupiter Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.