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Legend Financial Advisors’s AbbVie ABBV Stock Holding History

Legend Financial Advisors’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
Q2 		– Sell
-5
Closed -$797 – 208
2023
Q1 		$797 Hold
5
– – ﹤0.01% 223
2022
Q4 		$808 Hold
5
– – ﹤0.01% 235
2022
Q3 		$671 Buy
+5
New +$717 ﹤0.01% 225

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legend Financial Advisors's ABBV Position: Q2 2023 in Review

Legend Financial Advisors sold out of AbbVie (ABBV) in Q2 2023, closing a stake of 5 shares — an estimated $797 sold.

Legend Financial Advisors first reported a position in ABBV in Q3 2022 and held it in 3 quarters. The position peaked at $808 in Q4 2022. 3,076 funds tracked by Wall St. Rank hold ABBV as of Q2 2023.

  • Legend Financial Advisors reported no remaining AbbVie position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 5 AbbVie shares in Q2 2023, an estimated $797.
  • Legend Financial Advisors first reported a position in AbbVie in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's AbbVie position peaked at $808 in Q4 2022.
  • 3,076 funds tracked by Wall St. Rank held AbbVie as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.