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Laurel Wealth Planning’s Abbott ABT Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-1,332
Closed -$146K – 60
2022
Q4 		$146K Hold
1,332
– – 0.09% 66
2022
Q3 		$129K Hold
1,332
– – 0.1% 70
2022
Q2 		$145K Sell
1,332
-225
-14% -$25.6K 0.1% 70
2022
Q1 		$184K Buy
1,557
+1,500
+2,632% +$186K 0.12% 70
2021
Q4 		$8K Hold
57
– – 0.01% 147
2021
Q3 		$7K Sell
57
-43
-43% -$5.28K 0.01% 156
2021
Q2 		$12K Buy
100
+43
+75% +$5.01K 0.01% 92
2021
Q1 		$7K Hold
57
– – 0.01% 95
2020
Q4 		$6K Buy
+57
New +$6.2K 0.01% 92

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Laurel Wealth Planning's ABT Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Abbott (ABT) in Q1 2023, closing a stake of 1,332 shares — an estimated $146K sold.

Laurel Wealth Planning first reported a position in ABT in Q4 2020 and held it in 9 quarters. The position peaked at $184K in Q1 2022. 2,704 funds tracked by Wall St. Rank hold ABT as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Abbott position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 1,332 Abbott shares in Q1 2023, an estimated $146K.
  • Laurel Wealth Planning first reported a position in Abbott in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's Abbott position peaked at $184K in Q1 2022.
  • 2,704 funds tracked by Wall St. Rank held Abbott as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.