Peterson Financial Group’s AbbVie ABBV Stock Holding History

Peterson Financial Group’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 Q3	$77K	Buy	+390	New	+$72.8K	0.3%	66
2023 Q1	–	Sell	-7,634	Closed	-$1.23M	–	19
2022 Q4	$1.23M	Sell	7,634 -4,097	-35%	-$628K	1.63%	23
2022 Q3	$1.57M	Buy	11,731 +690	+6%	+$99K	1.53%	23
2022 Q2	$1.69M	Buy	11,041 +403	+4%	+$61.6K	1.59%	26
2022 Q1	$1.72M	Buy	10,638 +137	+1%	+$19.9K	1.43%	29
2021 Q4	$1.42M	Buy	+10,501	New	+$1.24M	1.16%	35

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Peterson Financial Group's ABBV Position: Q3 2024 in Review

Peterson Financial Group opened a new position in AbbVie (ABBV) in Q3 2024: 390 shares worth $77K. The stake represents 0.3% of the portfolio and ranks #66 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in ABBV as recently as Q4 2022.

Peterson Financial Group first reported a position in ABBV in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.72M in Q1 2022. 3,499 funds tracked by Wall St. Rank hold ABBV as of Q3 2024.

Peterson Financial Group held 390 shares of AbbVie worth $77K as of Q3 2024.
AbbVie was a new Peterson Financial Group position in Q3 2024.
AbbVie made up 0.3% of Peterson Financial Group's portfolio in Q3 2024, its #66 holding.
Peterson Financial Group first reported a position in AbbVie in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's AbbVie position peaked at $1.72M in Q1 2022.
3,499 funds tracked by Wall St. Rank held AbbVie as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.