NW
ABB

NewEdge Wealth’s ABB Ltd ABB Stock Holding History

NewEdge 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
Q2 		– Sell
-36,866
Closed -$1.26M – 667
2023
Q1 		$1.26M Sell
36,866
-6,689
-15% -$224K 0.05% 285
2022
Q4 		$1.33M Buy
43,555
+485
+1% +$14.1K 0.06% 255
2022
Q3 		$1.1M Buy
43,070
+5,741
+15% +$161K 0.05% 266
2022
Q2 		$998K Buy
37,329
+29,583
+382% +$879K 0.05% 284
2022
Q1 		$251K Sell
7,746
-259
-3% -$9.04K 0.01% 382
2021
Q4 		$306K Sell
8,005
-263
-3% -$9.23K 0.01% 340
2021
Q3 		$276K Buy
8,268
+1,120
+16% +$40.7K 0.02% 253
2021
Q2 		$243K Buy
+7,148
New +$239K 0.02% 258

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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

NewEdge Wealth's ABB Position: Q2 2023 in Review

NewEdge Wealth sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 36,866 shares — an estimated $1.26M sold.

NewEdge Wealth first reported a position in ABB in Q2 2021 and held it in 8 quarters. The position peaked at $1.33M in Q4 2022. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • NewEdge Wealth reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • NewEdge Wealth sold 36,866 ABB Ltd shares in Q2 2023, an estimated $1.26M.
  • NewEdge Wealth first reported a position in ABB Ltd in Q2 2021 and held it in 8 quarters.
  • NewEdge Wealth's ABB Ltd position peaked at $1.33M in Q4 2022.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on NewEdge Wealth's 13F filing for Q2 2023, filed 9 Aug 2023.