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Pacific Capital Wealth Advisors’s AbbVie ABBV Stock Holding History

Pacific Capital Wealth Advisors’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
2024
Q4 		– Sell
-230
Closed -$45.4K – 403
2024
Q3 		$45.4K Sell
230
-17
-7% -$3.17K 0.01% 164
2024
Q2 		$42.4K Buy
247
+218
+752% +$36.1K 0.01% 167
2024
Q1 		$5.28K Buy
+29
New +$5K ﹤0.01% 303

Other funds holding ABBV

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pacific Capital Wealth Advisors's ABBV Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of AbbVie (ABBV) in Q4 2024, closing a stake of 230 shares — an estimated $45.4K sold.

Pacific Capital Wealth Advisors first reported a position in ABBV in Q1 2024 and held it in 3 quarters. The position peaked at $45.4K in Q3 2024. 3,744 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining AbbVie position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 230 AbbVie shares in Q4 2024, an estimated $45.4K.
  • Pacific Capital Wealth Advisors first reported a position in AbbVie in Q1 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's AbbVie position peaked at $45.4K in Q3 2024.
  • 3,744 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.