Patriot Financial Group Insurance Agency’s ABB Ltd ABB Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ABB Stock Details ABB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,526	Closed	-$41K	–	2077
2022 Q2	$41K	Sell	1,526 -555	-27%	-$16.5K	0.01%	795
2022 Q1	$67K	Hold	2,081	–	–	0.01%	702
2021 Q4	$79K	Hold	2,081	–	–	0.01%	722
2021 Q3	$69K	Buy	2,081 +87	+4%	+$3.16K	0.01%	757
2021 Q2	$68K	Buy	1,994 +12	+0.6%	+$401	0.01%	738
2021 Q1	$60K	Buy	1,982 +43	+2%	+$1.29K	0.01%	716
2020 Q4	$54K	Sell	1,939 -64	-3%	-$1.71K	0.01%	670
2020 Q3	$51K	Sell	2,003 -57	-3%	-$1.46K	0.02%	536
2020 Q2	$46K	Buy	2,060 +116	+6%	+$2.23K	0.02%	541
2020 Q1	$34K	Buy	1,944 +1,643	+546%	+$35.9K	0.02%	535
2019 Q4	$7K	Sell	301 -38	-11%	-$814	﹤0.01%	923
2019 Q3	$7K	Buy	339 +42	+14%	+$801	﹤0.01%	882
2019 Q2	$6K	Buy	297 +40	+16%	+$779	﹤0.01%	918
2019 Q1	$5K	Buy	+257	New	+$4.97K	﹤0.01%	875

Other funds holding ABB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ABB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of ABB Ltd (ABB) in Q3 2022, closing a stake of 1,526 shares — an estimated $41K sold.

Patriot Financial Group Insurance Agency first reported a position in ABB in Q1 2019 and held it in 14 quarters. The position peaked at $79K in Q4 2021. 405 funds tracked by Wall St. Rank hold ABB as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining ABB Ltd position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,526 ABB Ltd shares in Q3 2022, an estimated $41K.
Patriot Financial Group Insurance Agency first reported a position in ABB Ltd in Q1 2019 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's ABB Ltd position peaked at $79K in Q4 2021.
405 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.