Peterson Wealth Management’s AbbVie ABBV Stock Holding History

Peterson Wealth Management’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 Q2	–	Sell	-11,306	Closed	-$2.06M	–	52
2024 Q1	$2.06M	Sell	11,306 -478	-4%	-$82.4K	1.49%	26
2023 Q4	$1.83M	Buy	11,784 +7,429	+171%	+$1.08M	1.64%	20
2023 Q3	$649K	Buy	4,355 +679	+18%	+$99.7K	0.53%	42
2023 Q2	$495K	Sell	3,676 -149	-4%	-$21.9K	0.39%	48
2023 Q1	$610K	Buy	3,825 +2,133	+126%	+$326K	0.58%	40
2022 Q4	$273K	Buy	+1,692	New	+$259K	0.28%	49

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

Morgan Stanley New York $1.66T AUM 25.57% 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 Wealth Management's ABBV Position: Q2 2024 in Review

Peterson Wealth Management sold out of AbbVie (ABBV) in Q2 2024, closing a stake of 11,306 shares — an estimated $2.06M sold.

Peterson Wealth Management first reported a position in ABBV in Q4 2022 and held it in 6 quarters. The position peaked at $2.06M in Q1 2024. 3,364 funds tracked by Wall St. Rank hold ABBV as of Q2 2024.

Peterson Wealth Management reported no remaining AbbVie position as of Q2 2024 after selling out during the quarter.
Peterson Wealth Management sold 11,306 AbbVie shares in Q2 2024, an estimated $2.06M.
Peterson Wealth Management first reported a position in AbbVie in Q4 2022 and held it in 6 quarters.
Peterson Wealth Management's AbbVie position peaked at $2.06M in Q1 2024.
3,364 funds tracked by Wall St. Rank held AbbVie as of Q2 2024.

Based on Peterson Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.