Peak Financial Advisors’s AbbVie ABBV Stock Holding History

Peak 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
2024 Q1	–	Sell	-16,460	Closed	-$2.55M	–	69
2023 Q4	$2.55M	Buy	+16,460	New	+$2.4M	1.71%	22
2023 Q1	–	Sell	-1,824	Closed	-$295K	–	64
2022 Q4	$295K	Sell	1,824 -955	-34%	-$146K	0.27%	44
2022 Q3	$373K	Buy	2,779 +136	+5%	+$19.5K	0.46%	37
2022 Q2	$405K	Buy	2,643 +163	+7%	+$24.9K	0.4%	45
2022 Q1	$402K	Buy	+2,480	New	+$360K	0.34%	57
2021 Q3	–	Sell	-5,178	Closed	-$583K	–	69
2021 Q2	$583K	Buy	5,178 +244	+5%	+$27.5K	0.5%	42
2021 Q1	$534K	Sell	4,934 -218	-4%	-$23.3K	0.45%	45
2020 Q4	$552K	Buy	+5,152	New	+$495K	0.48%	44

Other funds holding ABBV

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Peak Financial Advisors's ABBV Position: Q1 2024 in Review

Peak Financial Advisors sold out of AbbVie (ABBV) in Q1 2024, closing a stake of 16,460 shares — an estimated $2.55M sold.

Peak Financial Advisors first reported a position in ABBV in Q4 2020 and held it in 8 quarters. The position peaked at $2.55M in Q4 2023. 3,379 funds tracked by Wall St. Rank hold ABBV as of Q1 2024.

Peak Financial Advisors reported no remaining AbbVie position as of Q1 2024 after selling out during the quarter.
Peak Financial Advisors sold 16,460 AbbVie shares in Q1 2024, an estimated $2.55M.
Peak Financial Advisors first reported a position in AbbVie in Q4 2020 and held it in 8 quarters.
Peak Financial Advisors's AbbVie position peaked at $2.55M in Q4 2023.
3,379 funds tracked by Wall St. Rank held AbbVie as of Q1 2024.

Based on Peak Financial Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.