LWAM
ABB

Legacy Wealth Asset Management’s ABB Ltd ABB Stock Holding History

Legacy Wealth Asset Management’s Portfolio ABB Stock Details ABB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-69,180
Closed -$2.37M – 350
2023
Q1 		$2.37M Sell
69,180
-1,633
-2% -$54.7K 0.86% 14
2022
Q4 		$2.16M Buy
70,813
+202
+0.3% +$5.88K 0.82% 15
2022
Q3 		$1.81M Buy
+70,611
New +$1.98M 0.79% 18

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Legacy Wealth Asset Management's ABB Position: Q2 2023 in Review

Legacy Wealth Asset Management sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 69,180 shares — an estimated $2.37M sold.

Legacy Wealth Asset Management first reported a position in ABB in Q3 2022 and held it in 3 quarters. The position peaked at $2.37M in Q1 2023. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Legacy Wealth Asset Management reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 69,180 ABB Ltd shares in Q2 2023, an estimated $2.37M.
  • Legacy Wealth Asset Management first reported a position in ABB Ltd in Q3 2022 and held it in 3 quarters.
  • Legacy Wealth Asset Management's ABB Ltd position peaked at $2.37M in Q1 2023.
  • 134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2023, filed 4 Aug 2023.