Merriman Wealth Management’s Abcam PLC ABCM Stock Holding History

Merriman Wealth Management’s Portfolio ABCM Stock Details ABCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,383	Closed	-$212K	–	215
2023 Q3	$212K	Sell	9,383 -7,415	-44%	-$171K	0.01%	177
2023 Q2	$411K	Hold	16,798	–	–	0.02%	149
2023 Q1	$226K	Buy	+16,798	New	+$251K	0.01%	183

Other funds holding ABCM

SOW

State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Merriman Wealth Management's ABCM Position: Q4 2023 in Review

Merriman Wealth Management sold out of Abcam PLC (ABCM) in Q4 2023, closing a stake of 9,383 shares — an estimated $212K sold.

Merriman Wealth Management first reported a position in ABCM in Q1 2023 and held it in 3 quarters. The position peaked at $411K in Q2 2023. 2 funds tracked by Wall St. Rank hold ABCM as of Q4 2023.

Merriman Wealth Management reported no remaining Abcam PLC position as of Q4 2023 after selling out during the quarter.
Merriman Wealth Management sold 9,383 Abcam PLC shares in Q4 2023, an estimated $212K.
Merriman Wealth Management first reported a position in Abcam PLC in Q1 2023 and held it in 3 quarters.
Merriman Wealth Management's Abcam PLC position peaked at $411K in Q2 2023.
2 funds tracked by Wall St. Rank held Abcam PLC as of Q4 2023.

Based on Merriman Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.