Okabena Investment Services’s AbbVie ABBV Stock Holding History

Okabena Investment Services’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
2023 Q4	–	Sell	-19	Closed	-$2.83K	–	99
2023 Q3	$2.83K	Sell	19 -187	-91%	-$27.5K	﹤0.01%	98
2023 Q2	$27.8K	Buy	206 +187	+984%	+$27.4K	0.02%	81
2023 Q1	$3.03K	Sell	19 -600	-97%	-$91.7K	﹤0.01%	148
2022 Q4	$100K	Buy	619 +19	+3%	+$2.91K	0.07%	88
2022 Q3	$81K	Hold	600	–	–	0.04%	127
2022 Q2	$92K	Buy	+600	New	+$91.7K	0.05%	110
2021 Q4	–	Sell	-513	Closed	-$55K	–	196
2021 Q3	$55K	Hold	513	–	–	0.03%	92
2021 Q2	$58K	Buy	+513	New	+$57.8K	0.03%	86

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Okabena Investment Services's ABBV Position: Q4 2023 in Review

Okabena Investment Services sold out of AbbVie (ABBV) in Q4 2023, closing a stake of 19 shares — an estimated $2.83K sold.

Okabena Investment Services first reported a position in ABBV in Q2 2021 and held it in 8 quarters. The position peaked at $100K in Q4 2022. 3,322 funds tracked by Wall St. Rank hold ABBV as of Q4 2023.

Okabena Investment Services reported no remaining AbbVie position as of Q4 2023 after selling out during the quarter.
Okabena Investment Services sold 19 AbbVie shares in Q4 2023, an estimated $2.83K.
Okabena Investment Services first reported a position in AbbVie in Q2 2021 and held it in 8 quarters.
Okabena Investment Services's AbbVie position peaked at $100K in Q4 2022.
3,322 funds tracked by Wall St. Rank held AbbVie as of Q4 2023.

Based on Okabena Investment Services's 13F filing for Q4 2023, filed 14 Feb 2024.