Milestone Advisory Partners’s AbbVie ABBV Stock Holding History

Milestone Advisory 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 Q3	$209K	Buy	+1,400	New	+$206K	0.17%	69
2023 Q2	–	Sell	-1,400	Closed	-$223K	–	67
2023 Q1	$223K	Hold	1,400	–	–	0.21%	65
2022 Q4	$226K	Buy	+1,400	New	+$215K	0.17%	66
2022 Q3	–	Sell	-1,400	Closed	-$215K	–	69
2022 Q2	$215K	Sell	1,400 -42	-3%	-$6.42K	0.17%	67
2022 Q1	$234K	Buy	+1,442	New	+$209K	0.13%	77

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Milestone Advisory Partners's ABBV Position: Q3 2023 in Review

Milestone Advisory Partners opened a new position in AbbVie (ABBV) in Q3 2023: 1,400 shares worth $209K. The stake represents 0.17% of the portfolio and ranks #69 among its holdings. This is a return to the name: Milestone Advisory Partners previously reported a position in ABBV as recently as Q1 2023.

Milestone Advisory Partners first reported a position in ABBV in Q1 2022 and has held it in 5 quarters since. The position peaked at $234K in Q1 2022. 3,108 funds tracked by Wall St. Rank hold ABBV as of Q3 2023.

Milestone Advisory Partners held 1,400 shares of AbbVie worth $209K as of Q3 2023.
AbbVie was a new Milestone Advisory Partners position in Q3 2023.
AbbVie made up 0.17% of Milestone Advisory Partners's portfolio in Q3 2023, its #69 holding.
Milestone Advisory Partners first reported a position in AbbVie in Q1 2022 and has held it in 5 quarters since.
Milestone Advisory Partners's AbbVie position peaked at $234K in Q1 2022.
3,108 funds tracked by Wall St. Rank held AbbVie as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.