Lucia Wealth Services’s AbbVie ABBV Stock Holding History

Lucia Wealth Services’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
2020 Q3	$1.02M	Buy	11,626 +627	+6%	+$59K	0.24%	72
2020 Q2	$1.08M	Buy	10,999 +816	+8%	+$71.8K	0.29%	60
2020 Q1	$776K	Sell	10,183 -1,006	-9%	-$85.7K	0.26%	66
2019 Q4	$991K	Buy	11,189 +1,270	+13%	+$105K	0.3%	62
2019 Q3	$751K	Buy	9,919 +1,114	+13%	+$76.4K	0.25%	68
2019 Q2	$640K	Sell	8,805 -1,924	-18%	-$151K	0.22%	71
2019 Q1	$865K	Buy	10,729 +4,608	+75%	+$377K	0.3%	69
2018 Q4	$564K	Sell	6,121 -4,438	-42%	-$390K	0.27%	72
2018 Q3	$999K	Sell	10,559 -2,346	-18%	-$222K	0.31%	75
2018 Q2	$1.2M	Buy	12,905 +4,510	+54%	+$440K	0.52%	49
2018 Q1	$795K	Buy	8,395 +2,693	+47%	+$296K	0.26%	87
2017 Q4	$551K	Buy	+5,702	New	+$537K	0.24%	75

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Lucia Wealth Services's ABBV Position: Q3 2020 in Review

Lucia Wealth Services increased its AbbVie (ABBV) stake by 5.7% in Q3 2020, buying an estimated $59K and bringing the position to 11,626 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #72.

Lucia Wealth Services first reported a position in ABBV in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.2M in Q2 2018. 2,366 funds tracked by Wall St. Rank hold ABBV as of Q3 2020.

Lucia Wealth Services held 11,626 shares of AbbVie worth $1.02M as of Q3 2020.
Lucia Wealth Services bought 627 AbbVie shares in Q3 2020, an estimated $59K.
AbbVie made up 0.24% of Lucia Wealth Services's portfolio in Q3 2020, its #72 holding.
Lucia Wealth Services first reported a position in AbbVie in Q4 2017 and has held it in 12 quarters since.
Lucia Wealth Services's AbbVie position peaked at $1.2M in Q2 2018.
2,366 funds tracked by Wall St. Rank held AbbVie as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.