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KFA Private Wealth Group’s Abbott ABT Stock Holding History

KFA Private Wealth Group’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,655
Closed -$529K – 76
2024
Q1 		$529K Buy
4,655
+529
+13% +$60.6K 0.16% 57
2023
Q4 		$454K Buy
4,126
+523
+15% +$52.3K 0.16% 54
2023
Q3 		$349K Sell
3,603
-86
-2% -$9.03K 0.15% 58
2023
Q2 		$402K Sell
3,689
-171
-4% -$18.2K 0.17% 52
2023
Q1 		$391K Sell
3,860
-14
-0.4% -$1.48K 0.18% 51
2022
Q4 		$425K Buy
3,874
+35
+0.9% +$3.62K 0.22% 41
2022
Q3 		$371K Buy
3,839
+108
+3% +$11.5K 0.2% 42
2022
Q2 		$405K Buy
3,731
+8
+0.2% +$909 0.22% 43
2022
Q1 		$441K Buy
3,723
+254
+7% +$31.5K 0.22% 45
2021
Q4 		$488K Sell
3,469
-173
-5% -$22.1K 0.24% 41
2021
Q3 		$430K Buy
3,642
+180
+5% +$22.1K 0.24% 44
2021
Q2 		$401K Buy
3,462
+110
+3% +$12.8K 0.22% 46
2021
Q1 		$402K Buy
3,352
+105
+3% +$12.4K 0.23% 43
2020
Q4 		$356K Buy
3,247
+306
+10% +$33.3K 0.23% 45
2020
Q3 		$320K Buy
+2,941
New +$298K 0.24% 48

Other funds holding ABT

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

KFA Private Wealth Group's ABT Position: Q2 2024 in Review

KFA Private Wealth Group sold out of Abbott (ABT) in Q2 2024, closing a stake of 4,655 shares — an estimated $529K sold.

KFA Private Wealth Group first reported a position in ABT in Q3 2020 and held it in 15 quarters. The position peaked at $529K in Q1 2024. 2,861 funds tracked by Wall St. Rank hold ABT as of Q2 2024.

  • KFA Private Wealth Group reported no remaining Abbott position as of Q2 2024 after selling out during the quarter.
  • KFA Private Wealth Group sold 4,655 Abbott shares in Q2 2024, an estimated $529K.
  • KFA Private Wealth Group first reported a position in Abbott in Q3 2020 and held it in 15 quarters.
  • KFA Private Wealth Group's Abbott position peaked at $529K in Q1 2024.
  • 2,861 funds tracked by Wall St. Rank held Abbott as of Q2 2024.

Based on KFA Private Wealth Group's 13F filing for Q2 2024, filed 7 Aug 2024.