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Legacy Wealth Partners (California)’s AbbVie ABBV Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$205K Buy
+1,816
New +$205K 0.11% 88
2020
Q3 		– Sell
-9,064
Closed -$890K – 88
2020
Q2 		$890K Buy
9,064
+4,856
+115% +$428K 0.67% 30
2020
Q1 		$321K Buy
4,208
+14
+0.3% +$1.19K 0.3% 64
2019
Q4 		$363K Buy
+4,194
New +$348K 0.26% 73

Other funds holding ABBV

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Legacy Wealth Partners (California)'s ABBV Position: Q2 2021 in Review

Legacy Wealth Partners (California) opened a new position in AbbVie (ABBV) in Q2 2021: 1,816 shares worth $205K. The stake represents 0.11% of the portfolio and ranks #88 among its holdings. This is a return to the name: Legacy Wealth Partners (California) previously reported a position in ABBV as recently as Q2 2020.

Legacy Wealth Partners (California) first reported a position in ABBV in Q4 2019 and has held it in 4 quarters since. The position peaked at $890K in Q2 2020. 2,676 funds tracked by Wall St. Rank hold ABBV as of Q2 2021.

  • Legacy Wealth Partners (California) held 1,816 shares of AbbVie worth $205K as of Q2 2021.
  • AbbVie was a new Legacy Wealth Partners (California) position in Q2 2021.
  • AbbVie made up 0.11% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #88 holding.
  • Legacy Wealth Partners (California) first reported a position in AbbVie in Q4 2019 and has held it in 4 quarters since.
  • Legacy Wealth Partners (California)'s AbbVie position peaked at $890K in Q2 2020.
  • 2,676 funds tracked by Wall St. Rank held AbbVie as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.