Napa Wealth Management’s AbbVie ABBV Stock Holding History

Napa Wealth Management’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 Q4	–	Sell	-11,771	Closed	-$2.32M	–	171
2024 Q3	$2.32M	Buy	+11,771	New	+$2.2M	1.1%	16

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Napa Wealth Management's ABBV Position: Q4 2024 in Review

Napa Wealth Management sold out of AbbVie (ABBV) in Q4 2024, closing a stake of 11,771 shares — an estimated $2.32M sold.

Napa Wealth Management first reported a position in ABBV in Q3 2024 and held it in 1 quarter. The position peaked at $2.32M in Q3 2024. 3,744 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

Napa Wealth Management reported no remaining AbbVie position as of Q4 2024 after selling out during the quarter.
Napa Wealth Management sold 11,771 AbbVie shares in Q4 2024, an estimated $2.32M.
Napa Wealth Management first reported a position in AbbVie in Q3 2024 and held it in 1 quarter.
Napa Wealth Management's AbbVie position peaked at $2.32M in Q3 2024.
3,744 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.