Paragon Financial Partners’s Abbott ABT Stock Holding History

Paragon Financial Partners’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
2024 Q4	–	Sell	-4,047	Closed	-$461K	–	72
2024 Q3	$461K	Hold	4,047	–	–	0.34%	47
2024 Q2	$421K	Hold	4,047	–	–	0.33%	49
2024 Q1	$460K	Hold	4,047	–	–	0.38%	47
2023 Q4	$445K	Hold	4,047	–	–	0.43%	41
2023 Q3	$392K	Hold	4,047	–	–	0.41%	46
2023 Q2	$441K	Hold	4,047	–	–	0.42%	46
2023 Q1	$410K	Hold	4,047	–	–	0.43%	49
2022 Q4	$444K	Hold	4,047	–	–	0.49%	38
2022 Q3	$392K	Hold	4,047	–	–	0.44%	40
2022 Q2	$440K	Hold	4,047	–	–	0.45%	43
2022 Q1	$479K	Hold	4,047	–	–	0.42%	46
2021 Q4	$570K	Buy	+4,047	New	+$518K	0.47%	42

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Paragon Financial Partners's ABT Position: Q4 2024 in Review

Paragon Financial Partners sold out of Abbott (ABT) in Q4 2024, closing a stake of 4,047 shares — an estimated $461K sold.

Paragon Financial Partners first reported a position in ABT in Q4 2021 and held it in 12 quarters. The position peaked at $570K in Q4 2021. 3,065 funds tracked by Wall St. Rank hold ABT as of Q4 2024.

Paragon Financial Partners reported no remaining Abbott position as of Q4 2024 after selling out during the quarter.
Paragon Financial Partners sold 4,047 Abbott shares in Q4 2024, an estimated $461K.
Paragon Financial Partners first reported a position in Abbott in Q4 2021 and held it in 12 quarters.
Paragon Financial Partners's Abbott position peaked at $570K in Q4 2021.
3,065 funds tracked by Wall St. Rank held Abbott as of Q4 2024.

Based on Paragon Financial Partners's 13F filing for Q4 2024, filed 17 Jan 2025.