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Personal CFO Solutions’s ABM Industries ABM Stock Holding History

Personal CFO Solutions’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,642
Closed -$208K – 542
2023
Q4 		$208K Sell
4,642
-854
-16% -$36.1K 0.04% 481
2023
Q3 		$220K Buy
5,496
+56
+1% +$2.42K 0.04% 413
2023
Q2 		$232K Buy
5,440
+68
+1% +$2.95K 0.05% 407
2023
Q1 		$241K Sell
5,372
-27
-0.5% -$1.25K 0.05% 381
2022
Q4 		$240K Buy
+5,399
New +$237K 0.05% 364
2022
Q3 		– Sell
-5,165
Closed -$224K – 415
2022
Q2 		$224K Sell
5,165
-46
-0.9% -$2.13K 0.05% 357
2022
Q1 		$240K Buy
5,211
+234
+5% +$10.2K 0.05% 394
2021
Q4 		$203K Sell
4,977
-5
-0.1% -$226 0.04% 440
2021
Q3 		$224K Buy
4,982
+300
+6% +$13.9K 0.05% 393
2021
Q2 		$208K Buy
4,682
+56
+1% +$2.81K 0.04% 401
2021
Q1 		$236K Buy
+4,626
New +$203K 0.05% 338

Other funds holding ABM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Personal CFO Solutions's ABM Position: Q1 2024 in Review

Personal CFO Solutions sold out of ABM Industries (ABM) in Q1 2024, closing a stake of 4,642 shares — an estimated $208K sold.

Personal CFO Solutions first reported a position in ABM in Q1 2021 and held it in 11 quarters. The position peaked at $241K in Q1 2023. 303 funds tracked by Wall St. Rank hold ABM as of Q1 2024.

  • Personal CFO Solutions reported no remaining ABM Industries position as of Q1 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 4,642 ABM Industries shares in Q1 2024, an estimated $208K.
  • Personal CFO Solutions first reported a position in ABM Industries in Q1 2021 and held it in 11 quarters.
  • Personal CFO Solutions's ABM Industries position peaked at $241K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held ABM Industries as of Q1 2024.

Based on Personal CFO Solutions's 13F filing for Q1 2024, filed 13 May 2024.