LWAC
ABT icon

Laurel Wealth Advisors (California)’s Abbott ABT Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$2.14M Sell
19,458
-2,489
-11% -$258K 0.21% 112
2022
Q3 		$2.12M Buy
21,947
+1,235
+6% +$132K 0.23% 102
2022
Q2 		$2.25M Sell
20,712
-5,148
-20% -$585K 0.23% 104
2022
Q1 		$3.06M Sell
25,860
-1,352
-5% -$168K 0.25% 91
2021
Q4 		$3.83M Buy
27,212
+16,203
+147% +$2.07M 0.3% 85
2021
Q3 		$1.3M Sell
11,009
-1,318
-11% -$162K 0.24% 96
2021
Q2 		$1.43M Buy
12,327
+883
+8% +$103K 0.19% 123
2021
Q1 		$1.37M Buy
11,444
+618
+6% +$73.2K 0.21% 109
2020
Q4 		$1.19M Sell
10,826
-5
-0% -$543 0.17% 133
2020
Q3 		$1.18M Buy
10,831
+9
+0.1% +$913 0.19% 123
2020
Q2 		$990K Sell
10,822
-550
-5% -$49.7K 0.18% 131
2020
Q1 		$898K Buy
11,372
+665
+6% +$55.5K 0.21% 122
2019
Q4 		$930K Sell
10,707
-4,864
-31% -$407K 0.16% 160
2019
Q3 		$1.3M Buy
15,571
+5,714
+58% +$486K 0.22% 118
2019
Q2 		$829K Buy
9,857
+150
+2% +$11.8K 0.18% 142
2019
Q1 		$776K Buy
9,707
+732
+8% +$54.5K 0.19% 136
2018
Q4 		$649K Sell
8,975
-1,266
-12% -$89K 0.19% 126
2018
Q3 		$751K Sell
10,241
-1,208
-11% -$79.3K 0.18% 125
2018
Q2 		$698K Buy
11,449
+26
+0.2% +$1.58K 0.19% 124
2018
Q1 		$684K Sell
11,423
-164
-1% -$9.88K 0.21% 114
2017
Q4 		$661K Buy
11,587
+3,241
+39% +$180K 0.19% 129
2017
Q3 		$445K Sell
8,346
-3,919
-32% -$197K 0.15% 163
2017
Q2 		$596K Buy
12,265
+688
+6% +$31.1K 0.21% 118
2017
Q1 		$514K Buy
11,577
+390
+3% +$16.9K 0.2% 127
2016
Q4 		$430K Sell
11,187
-636
-5% -$25.2K 0.19% 136
2016
Q3 		$500K Buy
11,823
+242
+2% +$10.4K 0.24% 111
2016
Q2 		$455K Buy
11,581
+5,291
+84% +$211K 0.22% 117
2016
Q1 		$263K Sell
6,290
-2,493
-28% -$98.8K 0.13% 191
2015
Q4 		$394K Buy
+8,783
New +$388K 0.2% 128

Other funds holding ABT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ABT Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Abbott (ABT) stake by 11% in Q4 2022, selling an estimated $258K and leaving 19,458 shares worth $2.14M. The position accounts for 0.21% of the portfolio, ranked #112.

Laurel Wealth Advisors (California) first reported a position in ABT in Q4 2015 and has held it in 29 quarters since. The position peaked at $3.83M in Q4 2021. 2,764 funds tracked by Wall St. Rank hold ABT as of Q4 2022.

  • Laurel Wealth Advisors (California) held 19,458 shares of Abbott worth $2.14M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 2,489 Abbott shares in Q4 2022, an estimated $258K.
  • Abbott made up 0.21% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #112 holding.
  • Laurel Wealth Advisors (California) first reported a position in Abbott in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Abbott position peaked at $3.83M in Q4 2021.
  • 2,764 funds tracked by Wall St. Rank held Abbott as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.