NW
ABB

Naviter Wealth’s ABB Ltd ABB Stock Holding History

Naviter Wealth’s Portfolio ABB Stock Details ABB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-21,934
Closed -$861K – 238
2023
Q2 		$861K Buy
21,934
+2,162
+11% +$77.1K 0.22% 119
2023
Q1 		$696K Sell
19,772
-13
-0.1% -$436 0.24% 117
2022
Q4 		$677K Buy
19,785
+2,250
+13% +$65.5K 0.19% 125
2022
Q3 		$450K Buy
17,535
+1,116
+7% +$31.3K 0.18% 134
2022
Q2 		$439K Buy
+16,419
New +$488K 0.18% 129

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Naviter Wealth's ABB Position: Q3 2023 in Review

Naviter Wealth sold out of ABB Ltd (ABB) in Q3 2023, closing a stake of 21,934 shares — an estimated $861K sold.

Naviter Wealth first reported a position in ABB in Q2 2022 and held it in 5 quarters. The position peaked at $861K in Q2 2023. 58 funds tracked by Wall St. Rank hold ABB as of Q3 2023.

  • Naviter Wealth reported no remaining ABB Ltd position as of Q3 2023 after selling out during the quarter.
  • Naviter Wealth sold 21,934 ABB Ltd shares in Q3 2023, an estimated $861K.
  • Naviter Wealth first reported a position in ABB Ltd in Q2 2022 and held it in 5 quarters.
  • Naviter Wealth's ABB Ltd position peaked at $861K in Q2 2023.
  • 58 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2023.

Based on Naviter Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.