Long Run Wealth Advisors’s ABB Ltd ABB Stock Holding History

Long Run 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
2023 Q2	–	Sell	-45,908	Closed	-$1.57M	–	101
2023 Q1	$1.57M	Buy	45,908 +178	+0.4%	+$5.96K	0.54%	47
2022 Q4	$1.39M	Buy	45,730 +1,320	+3%	+$38.4K	0.5%	51
2022 Q3	$1.14M	Buy	44,410 +12,337	+38%	+$347K	0.45%	52
2022 Q2	$857K	Buy	32,073 +446	+1%	+$13.3K	0.33%	61
2022 Q1	$1.02M	Buy	31,627 +974	+3%	+$34K	0.36%	57
2021 Q4	$1.17M	Buy	+30,653	New	+$1.08M	0.41%	53

Other funds holding ABB

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

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

GCAC

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Long Run Wealth Advisors's ABB Position: Q2 2023 in Review

Long Run Wealth Advisors sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 45,908 shares — an estimated $1.57M sold.

Long Run Wealth Advisors first reported a position in ABB in Q4 2021 and held it in 6 quarters. The position peaked at $1.57M in Q1 2023. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Long Run Wealth Advisors reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Long Run Wealth Advisors sold 45,908 ABB Ltd shares in Q2 2023, an estimated $1.57M.
Long Run Wealth Advisors first reported a position in ABB Ltd in Q4 2021 and held it in 6 quarters.
Long Run Wealth Advisors's ABB Ltd position peaked at $1.57M in Q1 2023.
136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Long Run Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.