LWM
ABB

Liberty Wealth Management’s ABB Ltd ABB Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-54
Closed -$2K – 1177
2021
Q3 		$2K Buy
54
+27
+100% +$981 ﹤0.01% 1089
2021
Q2 		$1K Sell
27
-213
-89% -$7.12K ﹤0.01% 1051
2021
Q1 		$6K Buy
240
+5
+2% +$150 ﹤0.01% 688
2020
Q4 		$7K Buy
+235
New +$6.26K ﹤0.01% 661

Other funds holding ABB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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

Liberty Wealth Management's ABB Position: Q4 2021 in Review

Liberty Wealth Management sold out of ABB Ltd (ABB) in Q4 2021, closing a stake of 54 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in ABB in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q4 2020. 474 funds tracked by Wall St. Rank hold ABB as of Q4 2021.

  • Liberty Wealth Management reported no remaining ABB Ltd position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 54 ABB Ltd shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in ABB Ltd in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's ABB Ltd position peaked at $7K in Q4 2020.
  • 474 funds tracked by Wall St. Rank held ABB Ltd as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.