Level Financial Advisors’s AbbVie ABBV Stock Holding History

Level 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
2024 Q1	–	Sell	-775	Closed	-$120K	–	73
2023 Q4	$120K	Hold	775	–	–	0.06%	78
2023 Q3	$116K	Hold	775	–	–	0.06%	73
2023 Q2	$104K	Hold	775	–	–	0.06%	76
2023 Q1	$124K	Sell	775 -6	-0.8%	-$917	0.07%	67
2022 Q4	$126K	Buy	781 +6	+0.8%	+$920	0.08%	61
2022 Q3	$104K	Hold	775	–	–	0.08%	68
2022 Q2	$119K	Buy	775 +600	+343%	+$91.7K	0.09%	65
2022 Q1	$28K	Hold	175	–	–	0.02%	114
2021 Q4	$24K	Buy	+175	New	+$20.7K	0.02%	126

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Level Financial Advisors's ABBV Position: Q1 2024 in Review

Level Financial Advisors sold out of AbbVie (ABBV) in Q1 2024, closing a stake of 775 shares — an estimated $120K sold.

Level Financial Advisors first reported a position in ABBV in Q4 2021 and held it in 9 quarters. The position peaked at $126K in Q4 2022. 3,379 funds tracked by Wall St. Rank hold ABBV as of Q1 2024.

Level Financial Advisors reported no remaining AbbVie position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 775 AbbVie shares in Q1 2024, an estimated $120K.
Level Financial Advisors first reported a position in AbbVie in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's AbbVie position peaked at $126K in Q4 2022.
3,379 funds tracked by Wall St. Rank held AbbVie as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.