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Monumental Financial Group’s AbbVie ABBV Stock Holding History

Monumental Financial Group’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
Q2 		– Sell
-320
Closed -$51K – 45
2023
Q1 		$51K Buy
+320
New +$48.9K 0.04% 62
2022
Q2 		– Sell
-320
Closed -$52K – 38
2022
Q1 		$52K Buy
+320
New +$46.5K 0.04% 31
2021
Q3 		– Sell
-940
Closed -$106K – 24
2021
Q2 		$106K Buy
+940
New +$106K 0.09% 33

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Monumental Financial Group's ABBV Position: Q2 2023 in Review

Monumental Financial Group sold out of AbbVie (ABBV) in Q2 2023, closing a stake of 320 shares — an estimated $51K sold.

Monumental Financial Group first reported a position in ABBV in Q2 2021 and held it in 3 quarters. The position peaked at $106K in Q2 2021. 3,079 funds tracked by Wall St. Rank hold ABBV as of Q2 2023.

  • Monumental Financial Group reported no remaining AbbVie position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 320 AbbVie shares in Q2 2023, an estimated $51K.
  • Monumental Financial Group first reported a position in AbbVie in Q2 2021 and held it in 3 quarters.
  • Monumental Financial Group's AbbVie position peaked at $106K in Q2 2021.
  • 3,079 funds tracked by Wall St. Rank held AbbVie as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.