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Milestone Wealth’s AbbVie ABBV Stock Holding History

Milestone Wealth’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
2022
Q3 		$93K Hold
689
– – 0.1% 74
2022
Q2 		$106K Sell
689
-44
-6% -$6.72K 0.11% 77
2022
Q1 		$99K Hold
733
– – 0.08% 87
2021
Q4 		$99K Buy
+733
New +$86.6K 0.08% 87

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milestone Wealth's ABBV Position: Q3 2022 in Review

Milestone Wealth held its AbbVie (ABBV) position steady in Q3 2022 at 689 shares worth $93K. The position accounts for 0.1% of the portfolio, ranked #74.

Milestone Wealth first reported a position in ABBV in Q4 2021 and has held it in 4 quarters since. The position peaked at $106K in Q2 2022. 2,971 funds tracked by Wall St. Rank hold ABBV as of Q3 2022.

  • Milestone Wealth held 689 shares of AbbVie worth $93K as of Q3 2022.
  • Milestone Wealth left its AbbVie share count unchanged in Q3 2022.
  • AbbVie made up 0.1% of Milestone Wealth's portfolio in Q3 2022, its #74 holding.
  • Milestone Wealth first reported a position in AbbVie in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's AbbVie position peaked at $106K in Q2 2022.
  • 2,971 funds tracked by Wall St. Rank held AbbVie as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.