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Nicola Wealth Management’s AbbVie ABBV Stock Holding History

Nicola 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
Q3 		– Sell
-30,000
Closed -$5.15M – 105
2024
Q2 		$5.15M Hold
30,000
– – 0.46% 52
2024
Q1 		$5.46M Sell
30,000
-30,000
-50% -$5.17M 0.53% 47
2023
Q4 		$9.3M Hold
60,000
– – 0.98% 38
2023
Q3 		$8.94M Buy
+60,000
New +$8.81M 0.96% 39

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Nicola Wealth Management's ABBV Position: Q3 2024 in Review

Nicola Wealth Management sold out of AbbVie (ABBV) in Q3 2024, closing a stake of 30,000 shares — an estimated $5.15M sold.

Nicola Wealth Management first reported a position in ABBV in Q3 2023 and held it in 4 quarters. The position peaked at $9.3M in Q4 2023. 3,498 funds tracked by Wall St. Rank hold ABBV as of Q3 2024.

  • Nicola Wealth Management reported no remaining AbbVie position as of Q3 2024 after selling out during the quarter.
  • Nicola Wealth Management sold 30,000 AbbVie shares in Q3 2024, an estimated $5.15M.
  • Nicola Wealth Management first reported a position in AbbVie in Q3 2023 and held it in 4 quarters.
  • Nicola Wealth Management's AbbVie position peaked at $9.3M in Q4 2023.
  • 3,498 funds tracked by Wall St. Rank held AbbVie as of Q3 2024.

Based on Nicola Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.