Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s AbbVie ABBV Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-437
Closed -$65.1K – 31
2023
Q3 		$65.1K Buy
+437
New +$64.2K 0.02% 160

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Capital Research Global Investors
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Charles Schwab
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Financial Group (Iowa)'s ABBV Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of AbbVie (ABBV) in Q4 2023, closing a stake of 437 shares — an estimated $65.1K sold.

Legacy Financial Group (Iowa) first reported a position in ABBV in Q3 2023 and held it in 1 quarter. The position peaked at $65.1K in Q3 2023. 3,323 funds tracked by Wall St. Rank hold ABBV as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining AbbVie position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 437 AbbVie shares in Q4 2023, an estimated $65.1K.
  • Legacy Financial Group (Iowa) first reported a position in AbbVie in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s AbbVie position peaked at $65.1K in Q3 2023.
  • 3,323 funds tracked by Wall St. Rank held AbbVie as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.