MSFP
ABB

Mark Sheptoff Financial Planning’s ABB Ltd ABB Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q1 		– Sell
-500
Closed -$19K – 497
2021
Q4 		$19K Buy
+500
New +$17.5K 0.01% 260

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Mark Sheptoff Financial Planning's ABB Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of ABB Ltd (ABB) in Q1 2022, closing a stake of 500 shares — an estimated $19K sold.

Mark Sheptoff Financial Planning first reported a position in ABB in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 449 funds tracked by Wall St. Rank hold ABB as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining ABB Ltd position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 ABB Ltd shares in Q1 2022, an estimated $19K.
  • Mark Sheptoff Financial Planning first reported a position in ABB Ltd in Q4 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's ABB Ltd position peaked at $19K in Q4 2021.
  • 449 funds tracked by Wall St. Rank held ABB Ltd as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.