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Level Financial Advisors’s Abbott ABT Stock Holding History

Level Financial Advisors’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
2024
Q1 		– Sell
-851
Closed -$93.7K – 75
2023
Q4 		$93.7K Hold
851
– – 0.05% 85
2023
Q3 		$82.4K Sell
851
-24
-3% -$2.52K 0.05% 85
2023
Q2 		$95.4K Hold
875
– – 0.05% 78
2023
Q1 		$88.6K Sell
875
-10
-1% -$1.06K 0.05% 71
2022
Q4 		$97K Buy
885
+10
+1% +$1.03K 0.06% 71
2022
Q3 		$85K Hold
875
– – 0.06% 76
2022
Q2 		$95K Buy
875
+800
+1,067% +$90.9K 0.07% 76
2022
Q1 		$9K Hold
75
– – 0.01% 155
2021
Q4 		$11K Buy
+75
New +$9.6K 0.01% 170

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Level Financial Advisors sold out of Abbott (ABT) in Q1 2024, closing a stake of 851 shares — an estimated $93.7K sold.

Level Financial Advisors first reported a position in ABT in Q4 2021 and held it in 9 quarters. The position peaked at $97K in Q4 2022. 2,904 funds tracked by Wall St. Rank hold ABT as of Q1 2024.

  • Level Financial Advisors reported no remaining Abbott position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 851 Abbott shares in Q1 2024, an estimated $93.7K.
  • Level Financial Advisors first reported a position in Abbott in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Abbott position peaked at $97K in Q4 2022.
  • 2,904 funds tracked by Wall St. Rank held Abbott as of Q1 2024.

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