NFG
ABB

Next Financial Group’s ABB Ltd ABB Stock Holding History

Next Financial Group’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
2021
Q4 		$88K Buy
2,314
+488
+27% +$17.1K 0.01% 1233
2021
Q3 		$61K Buy
1,826
+428
+31% +$15.5K ﹤0.01% 1331
2021
Q2 		$47K Sell
1,398
-854
-38% -$28.5K ﹤0.01% 1412
2021
Q1 		$69K Buy
2,252
+14
+0.6% +$420 0.01% 1160
2020
Q4 		$62K Buy
2,238
+113
+5% +$3.01K 0.01% 1134
2020
Q3 		$54K Buy
+2,125
New +$54.2K 0.01% 1080
2020
Q2 		– Sell
-13,189
Closed -$236K – 2025
2020
Q1 		$236K Buy
13,189
+453
+4% +$9.89K 0.03% 487
2019
Q4 		$307K Buy
12,736
+10,571
+488% +$226K 0.03% 522
2019
Q3 		$43K Sell
2,165
-1,000
-32% -$19.1K ﹤0.01% 1190
2019
Q2 		$63K Buy
3,165
+56
+2% +$1.09K 0.01% 1092
2019
Q1 		$58K Buy
3,109
+1,035
+50% +$20K 0.01% 692
2018
Q4 		$39K Sell
2,074
-2,139
-51% -$43.3K 0.01% 883
2018
Q3 		$100K Buy
+4,213
New +$96.6K 0.05% 353
2017
Q4 		– Sell
-5,474
Closed -$138K – 1520
2017
Q3 		$138K Buy
5,474
+124
+2% +$2.97K 0.04% 410
2017
Q2 		$133K Sell
5,350
-2,774
-34% -$68K 0.03% 461
2017
Q1 		$200K Sell
8,124
-4,282
-35% -$97.8K 0.06% 311
2016
Q4 		$261K Sell
12,406
-200
-2% -$4.27K 0.05% 394
2016
Q3 		$284K Buy
12,606
+4,406
+54% +$94.5K 0.05% 365
2016
Q2 		$162K Sell
8,200
-450
-5% -$9.19K 0.05% 346
2016
Q1 		$167K Buy
8,650
+250
+3% +$4.42K 0.06% 319
2015
Q4 		$148K Sell
8,400
-1,600
-16% -$29.5K 0.06% 333
2015
Q3 		$176K Sell
10,000
-300
-3% -$5.85K 0.06% 307
2015
Q2 		$215K Sell
10,300
-300
-3% -$6.58K 0.07% 283
2015
Q1 		$224K Buy
10,600
+400
+4% +$8.23K 0.07% 292
2014
Q4 		$216K Sell
10,200
-3,406
-25% -$73.7K 0.07% 291
2014
Q3 		$305K Sell
13,606
-300
-2% -$6.88K 0.06% 342
2014
Q2 		$312K Buy
+13,906
New +$337K 0.16% 116

Other funds holding ABB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Next Financial Group's ABB Position: Q4 2021 in Review

Next Financial Group increased its ABB Ltd (ABB) stake by 27% in Q4 2021, buying an estimated $17.1K and bringing the position to 2,314 shares worth $88K. The position accounts for 0.01% of the portfolio, ranked #1233.

Next Financial Group first reported a position in ABB in Q2 2014 and has held it in 27 quarters since. The position peaked at $312K in Q2 2014. 474 funds tracked by Wall St. Rank hold ABB as of Q4 2021.

  • Next Financial Group held 2,314 shares of ABB Ltd worth $88K as of Q4 2021.
  • Next Financial Group bought 488 ABB Ltd shares in Q4 2021, an estimated $17.1K.
  • ABB Ltd made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1233 holding.
  • Next Financial Group first reported a position in ABB Ltd in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's ABB Ltd position peaked at $312K in Q2 2014.
  • 474 funds tracked by Wall St. Rank held ABB Ltd as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.