PCS
ABB

Personal CFO Solutions’s ABB Ltd ABB Stock Holding History

Personal CFO Solutions’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
2023
Q2 		– Sell
-7,865
Closed -$270K – 525
2023
Q1 		$270K Buy
7,865
+311
+4% +$10.4K 0.06% 344
2022
Q4 		$230K Sell
7,554
-1,278
-14% -$37.2K 0.05% 382
2022
Q3 		$227K Sell
8,832
-34
-0.4% -$955 0.06% 331
2022
Q2 		$237K Sell
8,866
-332
-4% -$9.86K 0.06% 335
2022
Q1 		$297K Buy
9,198
+376
+4% +$13.1K 0.06% 330
2021
Q4 		$337K Sell
8,822
-239
-3% -$8.38K 0.06% 287
2021
Q3 		$302K Sell
9,061
-348
-4% -$12.6K 0.06% 288
2021
Q2 		$320K Buy
9,409
+355
+4% +$11.9K 0.07% 271
2021
Q1 		$276K Sell
9,054
-162
-2% -$4.86K 0.06% 286
2020
Q4 		$258K Buy
9,216
+364
+4% +$9.7K 0.06% 281
2020
Q3 		$0 Buy
+8,852
New +$226K ﹤0.01% 347

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.42B AUM 22.77% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return