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Milestone Investment Advisors’s AbbVie ABBV Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-927
Closed -$138K – 128
2023
Q3 		$138K Buy
+927
New +$136K 0.04% 126
2023
Q2 		– Sell
-927
Closed -$148K – 124
2023
Q1 		$148K Buy
+927
New +$142K 0.05% 121

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Milestone Investment Advisors's ABBV Position: Q4 2023 in Review

Milestone Investment Advisors sold out of AbbVie (ABBV) in Q4 2023, closing a stake of 927 shares — an estimated $138K sold.

Milestone Investment Advisors first reported a position in ABBV in Q1 2023 and held it in 2 quarters. The position peaked at $148K in Q1 2023. 3,322 funds tracked by Wall St. Rank hold ABBV as of Q4 2023.

  • Milestone Investment Advisors reported no remaining AbbVie position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 927 AbbVie shares in Q4 2023, an estimated $138K.
  • Milestone Investment Advisors first reported a position in AbbVie in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's AbbVie position peaked at $148K in Q1 2023.
  • 3,322 funds tracked by Wall St. Rank held AbbVie as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.