OWMIAS
ABT icon

One Wealth Management Investment & Advisory Services’s Abbott ABT Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q3 		– Sell
-10,313
Closed -$1.07M – 47
2024
Q2 		$1.07M Buy
10,313
+301
+3% +$31.9K 0.43% 40
2024
Q1 		$1.14M Buy
10,012
+1,578
+19% +$181K 0.47% 38
2023
Q4 		$928K Buy
+8,434
New +$843K 0.41% 46

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

One Wealth Management Investment & Advisory Services's ABT Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Abbott (ABT) in Q3 2024, closing a stake of 10,313 shares — an estimated $1.07M sold.

One Wealth Management Investment & Advisory Services first reported a position in ABT in Q4 2023 and held it in 3 quarters. The position peaked at $1.14M in Q1 2024. 2,897 funds tracked by Wall St. Rank hold ABT as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Abbott position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 10,313 Abbott shares in Q3 2024, an estimated $1.07M.
  • One Wealth Management Investment & Advisory Services first reported a position in Abbott in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Abbott position peaked at $1.14M in Q1 2024.
  • 2,897 funds tracked by Wall St. Rank held Abbott as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.