OWM
ABB

OneAscent Wealth Management’s ABB Ltd ABB Stock Holding History

OneAscent Wealth Management’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
2022
Q3 		– Sell
-14,312
Closed -$383K – 196
2022
Q2 		$383K Buy
14,312
+344
+2% +$10.2K 0.2% 83
2022
Q1 		$452K Buy
+13,968
New +$487K 0.23% 87
2021
Q1 		$223K Buy
+7,317
New +$220K 0.1% 187

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OneAscent Wealth Management's ABB Position: Q3 2022 in Review

OneAscent Wealth Management sold out of ABB Ltd (ABB) in Q3 2022, closing a stake of 14,312 shares — an estimated $383K sold.

OneAscent Wealth Management first reported a position in ABB in Q1 2021 and held it in 3 quarters. The position peaked at $452K in Q1 2022. 405 funds tracked by Wall St. Rank hold ABB as of Q3 2022.

  • OneAscent Wealth Management reported no remaining ABB Ltd position as of Q3 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 14,312 ABB Ltd shares in Q3 2022, an estimated $383K.
  • OneAscent Wealth Management first reported a position in ABB Ltd in Q1 2021 and held it in 3 quarters.
  • OneAscent Wealth Management's ABB Ltd position peaked at $452K in Q1 2022.
  • 405 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2022.

Based on OneAscent Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.