KFI
ABB

Key Financial Inc’s ABB Ltd ABB Stock Holding History

Key Financial Inc’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
-96
Closed -$3.29K – 1395
2023
Q1 		$3.29K Hold
96
– – ﹤0.01% 882
2022
Q4 		$2.46K Hold
96
– – ﹤0.01% 917
2022
Q3 		$2K Hold
96
– – ﹤0.01% 991
2022
Q2 		$3K Buy
96
+77
+405% +$2.29K ﹤0.01% 915
2022
Q1 		$1K Hold
19
– – ﹤0.01% 1055
2021
Q4 		$1K Hold
19
– – ﹤0.01% 940
2021
Q3 		$1K Buy
+19
New +$690 ﹤0.01% 903

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

Key Financial Inc's ABB Position: Q2 2023 in Review

Key Financial Inc sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 96 shares — an estimated $3.29K sold.

Key Financial Inc first reported a position in ABB in Q3 2021 and held it in 7 quarters. The position peaked at $3.29K in Q1 2023. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Key Financial Inc reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Key Financial Inc sold 96 ABB Ltd shares in Q2 2023, an estimated $3.29K.
  • Key Financial Inc first reported a position in ABB Ltd in Q3 2021 and held it in 7 quarters.
  • Key Financial Inc's ABB Ltd position peaked at $3.29K in Q1 2023.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Key Financial Inc's 13F filing for Q2 2023, filed 28 Jul 2023.