LWP
ABT icon

Legacy Wealth Planning’s Abbott ABT Stock Holding History

Legacy 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
2022
Q3 		$224K Buy
2,318
+55
+2% +$5.86K 0.37% 64
2022
Q2 		$246K Buy
2,263
+44
+2% +$5K 0.35% 67
2022
Q1 		$263K Buy
2,219
+400
+22% +$49.6K 0.31% 69
2021
Q4 		$256K Sell
1,819
-55
-3% -$7.04K 0.29% 72
2021
Q3 		$221K Hold
1,874
– – 0.25% 87
2021
Q2 		$217K Buy
+1,874
New +$218K 0.25% 89

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Wealth Planning's ABT Position: Q3 2022 in Review

Legacy Wealth Planning increased its Abbott (ABT) stake by 2.4% in Q3 2022, buying an estimated $5.86K and bringing the position to 2,318 shares worth $224K. The position accounts for 0.37% of the portfolio, ranked #64.

Legacy Wealth Planning first reported a position in ABT in Q2 2021 and has held it in 6 quarters since. The position peaked at $263K in Q1 2022. 2,621 funds tracked by Wall St. Rank hold ABT as of Q3 2022.

  • Legacy Wealth Planning held 2,318 shares of Abbott worth $224K as of Q3 2022.
  • Legacy Wealth Planning bought 55 Abbott shares in Q3 2022, an estimated $5.86K.
  • Abbott made up 0.37% of Legacy Wealth Planning's portfolio in Q3 2022, its #64 holding.
  • Legacy Wealth Planning first reported a position in Abbott in Q2 2021 and has held it in 6 quarters since.
  • Legacy Wealth Planning's Abbott position peaked at $263K in Q1 2022.
  • 2,621 funds tracked by Wall St. Rank held Abbott as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.