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Peninsula Wealth’s AbbVie ABBV Stock Holding History

Peninsula Wealth’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
Q4 		$242K Buy
1,360
+54
+4% +$9.93K 0.04% 95
2024
Q3 		$249K Buy
1,306
+98
+8% +$18.3K 0.04% 88
2024
Q2 		$206K Sell
1,208
-11
-0.9% -$1.82K 0.04% 94
2024
Q1 		$222K Buy
+1,219
New +$210K 0.04% 86

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Peninsula Wealth's ABBV Position: Q4 2024 in Review

Peninsula Wealth increased its AbbVie (ABBV) stake by 4.1% in Q4 2024, buying an estimated $9.93K and bringing the position to 1,360 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #95.

Peninsula Wealth first reported a position in ABBV in Q1 2024 and has held it in 4 quarters since. The position peaked at $249K in Q3 2024. 3,744 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

  • Peninsula Wealth held 1,360 shares of AbbVie worth $242K as of Q4 2024.
  • Peninsula Wealth bought 54 AbbVie shares in Q4 2024, an estimated $9.93K.
  • AbbVie made up 0.04% of Peninsula Wealth's portfolio in Q4 2024, its #95 holding.
  • Peninsula Wealth first reported a position in AbbVie in Q1 2024 and has held it in 4 quarters since.
  • Peninsula Wealth's AbbVie position peaked at $249K in Q3 2024.
  • 3,744 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.