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Paradigm Financial Advisors’s AbbVie ABBV Stock Holding History

Paradigm Financial 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
2021
Q4 		$292K Buy
2,154
+2
+0.1% +$236 0.06% 170
2021
Q3 		$232K Buy
+2,152
New +$246K 0.05% 187
2014
Q2 		– Sell
-400
Closed -$21K – 83
2014
Q1 		$21K Hold
400
– – 0.02% 162
2013
Q4 		$21K Buy
+400
New +$19.7K 0.02% 186

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Paradigm Financial Advisors's ABBV Position: Q4 2021 in Review

Paradigm Financial Advisors increased its AbbVie (ABBV) stake by 0.09% in Q4 2021, buying an estimated $236 and bringing the position to 2,154 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #170.

Paradigm Financial Advisors first reported a position in ABBV in Q4 2013 and has held it in 4 quarters since. 2,981 funds tracked by Wall St. Rank hold ABBV as of Q4 2021.

  • Paradigm Financial Advisors held 2,154 shares of AbbVie worth $292K as of Q4 2021.
  • Paradigm Financial Advisors bought 2 AbbVie shares in Q4 2021, an estimated $236.
  • AbbVie made up 0.06% of Paradigm Financial Advisors's portfolio in Q4 2021, its #170 holding.
  • Paradigm Financial Advisors first reported a position in AbbVie in Q4 2013 and has held it in 4 quarters since.
  • 2,981 funds tracked by Wall St. Rank held AbbVie as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.