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Monograph Wealth Advisors’s Abbott ABT Stock Holding History

Monograph Wealth Advisors’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,161
Closed -$347K – 89
2022
Q4 		$347K Buy
+3,161
New +$327K 0.09% 66

Other funds holding ABT

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Monograph Wealth Advisors's ABT Position: Q1 2023 in Review

Monograph Wealth Advisors sold out of Abbott (ABT) in Q1 2023, closing a stake of 3,161 shares — an estimated $347K sold.

Monograph Wealth Advisors first reported a position in ABT in Q4 2022 and held it in 1 quarter. The position peaked at $347K in Q4 2022. 2,704 funds tracked by Wall St. Rank hold ABT as of Q1 2023.

  • Monograph Wealth Advisors reported no remaining Abbott position as of Q1 2023 after selling out during the quarter.
  • Monograph Wealth Advisors sold 3,161 Abbott shares in Q1 2023, an estimated $347K.
  • Monograph Wealth Advisors first reported a position in Abbott in Q4 2022 and held it in 1 quarter.
  • Monograph Wealth Advisors's Abbott position peaked at $347K in Q4 2022.
  • 2,704 funds tracked by Wall St. Rank held Abbott as of Q1 2023.

Based on Monograph Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.