Lake Point Wealth Management’s AbbVie ABBV Stock Holding History

Lake Point 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
2022 Q2	$88K	Hold	575	–	–	0.05%	44
2022 Q1	$93K	Hold	575	–	–	0.04%	42
2021 Q4	$78K	Hold	575	–	–	0.03%	55
2021 Q3	$62K	Hold	575	–	–	0.03%	54
2021 Q2	$65K	Buy	+575	New	+$64.8K	0.03%	55
2020 Q1	$36K	Buy	475 +305	+179%	+$26K	0.03%	56
2019 Q4	$15K	Buy	+170	New	+$14.1K	0.01%	232
2019 Q2	$75K	Hold	1,034	–	–	0.03%	102
2019 Q1	$75K	Sell	1,034 -7,135	-87%	-$584K	0.03%	102
2018 Q4	$753K	Buy	+8,169	New	+$718K	0.28%	61

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Point Wealth Management's ABBV Position: Q2 2022 in Review

Lake Point Wealth Management held its AbbVie (ABBV) position steady in Q2 2022 at 575 shares worth $88K. The position accounts for 0.05% of the portfolio, ranked #44.

Lake Point Wealth Management first reported a position in ABBV in Q4 2018 and has held it in 10 quarters since. The position peaked at $753K in Q4 2018. 3,004 funds tracked by Wall St. Rank hold ABBV as of Q2 2022.

Lake Point Wealth Management held 575 shares of AbbVie worth $88K as of Q2 2022.
Lake Point Wealth Management left its AbbVie share count unchanged in Q2 2022.
AbbVie made up 0.05% of Lake Point Wealth Management's portfolio in Q2 2022, its #44 holding.
Lake Point Wealth Management first reported a position in AbbVie in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's AbbVie position peaked at $753K in Q4 2018.
3,004 funds tracked by Wall St. Rank held AbbVie as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.