Lumature Wealth Partners’s AbbVie ABBV Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$265K	Buy	1,970 +1	+0.1%	+$147	0.16%	126
2023 Q1	$314K	Buy	1,969 +17	+0.9%	+$2.6K	0.18%	95
2022 Q4	$315K	Sell	1,952 -40	-2%	-$6.13K	0.18%	100
2022 Q3	$267K	Buy	1,992 +80	+4%	+$11.5K	0.14%	115
2022 Q2	$293K	Buy	1,912 +56	+3%	+$8.56K	0.13%	114
2022 Q1	$301K	Sell	1,856 -702	-27%	-$102K	0.12%	122
2021 Q4	$346K	Buy	2,558 +393	+18%	+$46.4K	0.13%	120
2021 Q3	$234K	Buy	2,165 +433	+25%	+$49.5K	0.1%	131
2021 Q2	$195K	Buy	1,732 +926	+115%	+$104K	0.08%	139
2021 Q1	$87K	Buy	+806	New	+$86.2K	0.05%	175

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Lumature Wealth Partners's ABBV Position: Q2 2023 in Review

Lumature Wealth Partners increased its AbbVie (ABBV) stake by 0.05% in Q2 2023, buying an estimated $147 and bringing the position to 1,970 shares worth $265K. The position accounts for 0.16% of the portfolio, ranked #126.

Lumature Wealth Partners first reported a position in ABBV in Q1 2021 and has held it in 10 quarters since. The position peaked at $346K in Q4 2021. 3,077 funds tracked by Wall St. Rank hold ABBV as of Q2 2023.

Lumature Wealth Partners held 1,970 shares of AbbVie worth $265K as of Q2 2023.
Lumature Wealth Partners bought 1 AbbVie share in Q2 2023, an estimated $147.
AbbVie made up 0.16% of Lumature Wealth Partners's portfolio in Q2 2023, its #126 holding.
Lumature Wealth Partners first reported a position in AbbVie in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's AbbVie position peaked at $346K in Q4 2021.
3,077 funds tracked by Wall St. Rank held AbbVie as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.