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Paradigm Financial Advisors’s Abbott ABT Stock Holding History

Paradigm Financial Advisors’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
2021
Q4 		$236K Buy
+1,678
New +$215K 0.05% 188
2014
Q2 		– Sell
-200
Closed -$8K – 84
2014
Q1 		$8K Sell
200
-200
-50% -$7.71K 0.01% 204
2013
Q4 		$15K Buy
+400
New +$14.7K 0.01% 200

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
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
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

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

Paradigm Financial Advisors opened a new position in Abbott (ABT) in Q4 2021: 1,678 shares worth $236K. The stake represents 0.05% of the portfolio and ranks #188 among its holdings. This is a return to the name: Paradigm Financial Advisors previously reported a position in ABT as recently as Q1 2014.

Paradigm Financial Advisors first reported a position in ABT in Q4 2013 and has held it in 3 quarters since. 2,812 funds tracked by Wall St. Rank hold ABT as of Q4 2021.

  • Paradigm Financial Advisors held 1,678 shares of Abbott worth $236K as of Q4 2021.
  • Abbott was a new Paradigm Financial Advisors position in Q4 2021.
  • Abbott made up 0.05% of Paradigm Financial Advisors's portfolio in Q4 2021, its #188 holding.
  • Paradigm Financial Advisors first reported a position in Abbott in Q4 2013 and has held it in 3 quarters since.
  • 2,812 funds tracked by Wall St. Rank held Abbott as of Q4 2021.

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