MWA
ABBV icon

Monograph Wealth Advisors’s AbbVie ABBV Stock Holding History

Monograph Wealth 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
2024
Q2 		– Sell
-6,304
Closed -$1.15M – 105
2024
Q1 		$1.15M Buy
+6,304
New +$1.09M 0.17% 48
2023
Q1 		– Sell
-3,449
Closed -$557K – 88
2022
Q4 		$557K Buy
+3,449
New +$529K 0.15% 47

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Monograph Wealth Advisors's ABBV Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of AbbVie (ABBV) in Q2 2024, closing a stake of 6,304 shares — an estimated $1.15M sold.

Monograph Wealth Advisors first reported a position in ABBV in Q4 2022 and held it in 2 quarters. The position peaked at $1.15M in Q1 2024. 3,364 funds tracked by Wall St. Rank hold ABBV as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining AbbVie position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 6,304 AbbVie shares in Q2 2024, an estimated $1.15M.
  • Monograph Wealth Advisors first reported a position in AbbVie in Q4 2022 and held it in 2 quarters.
  • Monograph Wealth Advisors's AbbVie position peaked at $1.15M in Q1 2024.
  • 3,364 funds tracked by Wall St. Rank held AbbVie as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.