Lucia Wealth Services’s Abbott ABT Stock Holding History

Lucia Wealth Services’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
2020 Q3	$1.05M	Buy	9,648 +716	+8%	+$72.6K	0.25%	68
2020 Q2	$817K	Buy	8,932 +379	+4%	+$34.3K	0.22%	77
2020 Q1	$675K	Buy	8,553 +8,392	+5,212%	+$700K	0.22%	78
2019 Q4	$14K	Hold	161	–	–	﹤0.01%	175
2019 Q3	$13K	Hold	161	–	–	﹤0.01%	156
2019 Q2	$14K	Hold	161	–	–	﹤0.01%	162
2019 Q1	$13K	Buy	+161	New	+$12K	﹤0.01%	178
2018 Q4	–	Sell	-202	Closed	-$15K	–	171
2018 Q3	$15K	Buy	+202	New	+$13.3K	﹤0.01%	204
2018 Q2	–	Sell	-10,172	Closed	-$610K	–	201
2018 Q1	$610K	Buy	10,172 +3,376	+50%	+$203K	0.2%	95
2017 Q4	$388K	Buy	+6,796	New	+$377K	0.17%	96

Other funds holding ABT

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Lucia Wealth Services increased its Abbott (ABT) stake by 8% in Q3 2020, buying an estimated $72.6K and bringing the position to 9,648 shares worth $1.05M. The position accounts for 0.25% of the portfolio, ranked #68.

Lucia Wealth Services first reported a position in ABT in Q4 2017 and has held it in 10 quarters since. 2,306 funds tracked by Wall St. Rank hold ABT as of Q3 2020.

Lucia Wealth Services held 9,648 shares of Abbott worth $1.05M as of Q3 2020.
Lucia Wealth Services bought 716 Abbott shares in Q3 2020, an estimated $72.6K.
Abbott made up 0.25% of Lucia Wealth Services's portfolio in Q3 2020, its #68 holding.
Lucia Wealth Services first reported a position in Abbott in Q4 2017 and has held it in 10 quarters since.
2,306 funds tracked by Wall St. Rank held Abbott as of Q3 2020.

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