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NewFocus Financial Group’s AbbVie ABBV Stock Holding History

NewFocus 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
2020
Q4 		$2.19M Buy
20,407
+1,402
+7% +$135K 0.64% 45
2020
Q3 		$1.67M Buy
+19,005
New +$1.79M 0.56% 48

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NewFocus Financial Group's ABBV Position: Q4 2020 in Review

NewFocus Financial Group increased its AbbVie (ABBV) stake by 7.4% in Q4 2020, buying an estimated $135K and bringing the position to 20,407 shares worth $2.19M. The position accounts for 0.64% of the portfolio, ranked #45.

NewFocus Financial Group first reported a position in ABBV in Q3 2020 and has held it in 2 quarters since. 2,599 funds tracked by Wall St. Rank hold ABBV as of Q4 2020.

  • NewFocus Financial Group held 20,407 shares of AbbVie worth $2.19M as of Q4 2020.
  • NewFocus Financial Group bought 1,402 AbbVie shares in Q4 2020, an estimated $135K.
  • AbbVie made up 0.64% of NewFocus Financial Group's portfolio in Q4 2020, its #45 holding.
  • NewFocus Financial Group first reported a position in AbbVie in Q3 2020 and has held it in 2 quarters since.
  • 2,599 funds tracked by Wall St. Rank held AbbVie as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.