Lenox Wealth Advisors’s ABB Ltd ABB Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	–	Sell	-130	Closed	-$5K	–	1037
2021 Q4	$5K	Sell	130 -110	-46%	-$3.86K	﹤0.01%	616
2021 Q3	$8K	Hold	240	–	–	﹤0.01%	510
2021 Q2	$8K	Sell	240 -130	-35%	-$4.34K	﹤0.01%	509
2021 Q1	$11K	Hold	370	–	–	﹤0.01%	412
2020 Q4	$10K	Buy	370 +260	+236%	+$6.93K	﹤0.01%	432
2020 Q3	$3K	Hold	110	–	–	﹤0.01%	498
2020 Q2	$2K	Hold	110	–	–	﹤0.01%	538
2020 Q1	$2K	Hold	110	–	–	﹤0.01%	634
2019 Q4	$3K	Hold	110	–	–	﹤0.01%	570
2019 Q3	$2K	Hold	110	–	–	﹤0.01%	545
2019 Q2	$2K	Hold	110	–	–	﹤0.01%	368
2019 Q1	$2K	Hold	110	–	–	﹤0.01%	553
2018 Q4	$2K	Hold	110	–	–	﹤0.01%	347
2018 Q3	$3K	Sell	110 -1,018	-90%	-$23.3K	﹤0.01%	348
2018 Q2	$25K	Sell	1,128 -4,545	-80%	-$105K	0.01%	230
2018 Q1	$135K	Buy	5,673 +4,627	+442%	+$119K	0.03%	85
2017 Q4	$28K	Buy	+1,046	New	+$26.9K	0.01%	128

Other funds holding ABB

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lenox Wealth Advisors's ABB Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of ABB Ltd (ABB) in Q1 2022, closing a stake of 130 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in ABB in Q4 2017 and held it in 17 quarters. The position peaked at $135K in Q1 2018. 449 funds tracked by Wall St. Rank hold ABB as of Q1 2022.

Lenox Wealth Advisors reported no remaining ABB Ltd position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 130 ABB Ltd shares in Q1 2022, an estimated $5K.
Lenox Wealth Advisors first reported a position in ABB Ltd in Q4 2017 and held it in 17 quarters.
Lenox Wealth Advisors's ABB Ltd position peaked at $135K in Q1 2018.
449 funds tracked by Wall St. Rank held ABB Ltd as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.