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OptiFour Integrated Wealth Management’s Abbott ABT Stock Holding History

OptiFour Integrated Wealth Management’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
2019
Q4 		$556K Hold
6,406
– – 0.38% 35
2019
Q3 		$536K Hold
6,406
– – 0.38% 37
2019
Q2 		$539K Buy
+6,406
New +$504K 0.38% 38

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OptiFour Integrated Wealth Management's ABT Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Abbott (ABT) position steady in Q4 2019 at 6,406 shares worth $556K. The position accounts for 0.38% of the portfolio, ranked #35.

OptiFour Integrated Wealth Management first reported a position in ABT in Q2 2019 and has held it in 3 quarters since. 2,194 funds tracked by Wall St. Rank hold ABT as of Q4 2019.

  • OptiFour Integrated Wealth Management held 6,406 shares of Abbott worth $556K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its Abbott share count unchanged in Q4 2019.
  • Abbott made up 0.38% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #35 holding.
  • OptiFour Integrated Wealth Management first reported a position in Abbott in Q2 2019 and has held it in 3 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Abbott as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.