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Northwest Financial Advisors’s Abbott ABT Stock Holding History

Northwest Financial Advisors’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,231
Closed -$140K – 116
2024
Q3 		$140K Buy
+1,231
New +$135K 0.11% 127
2024
Q1 		– Sell
-1,182
Closed -$130K – 89
2023
Q4 		$130K Buy
+1,182
New +$118K 0.11% 118

Other funds holding ABT

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Northwest Financial Advisors's ABT Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Abbott (ABT) in Q4 2024, closing a stake of 1,231 shares — an estimated $140K sold.

Northwest Financial Advisors first reported a position in ABT in Q4 2023 and held it in 2 quarters. The position peaked at $140K in Q3 2024. 3,066 funds tracked by Wall St. Rank hold ABT as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Abbott position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,231 Abbott shares in Q4 2024, an estimated $140K.
  • Northwest Financial Advisors first reported a position in Abbott in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Abbott position peaked at $140K in Q3 2024.
  • 3,066 funds tracked by Wall St. Rank held Abbott as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.