PF
ABB

Phoenix Financial’s ABB Ltd ABB Stock Holding History

Phoenix Financial’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
2021
Q1 		– Sell
-10,980
Closed -$306K – 493
2020
Q4 		$306K Buy
+10,980
New +$293K 0.01% 293
2020
Q3 		– Sell
-22,184
Closed -$464K – 372
2020
Q2 		$464K Buy
22,184
+3,312
+18% +$63.7K 0.02% 246
2020
Q1 		$316K Buy
+18,872
New +$412K 0.02% 263

Other funds holding ABB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial's ABB Position: Q1 2021 in Review

Phoenix Financial sold out of ABB Ltd (ABB) in Q1 2021, closing a stake of 10,980 shares — an estimated $306K sold.

Phoenix Financial first reported a position in ABB in Q1 2020 and held it in 3 quarters. The position peaked at $464K in Q2 2020. 401 funds tracked by Wall St. Rank hold ABB as of Q1 2021.

  • Phoenix Financial reported no remaining ABB Ltd position as of Q1 2021 after selling out during the quarter.
  • Phoenix Financial sold 10,980 ABB Ltd shares in Q1 2021, an estimated $306K.
  • Phoenix Financial first reported a position in ABB Ltd in Q1 2020 and held it in 3 quarters.
  • Phoenix Financial's ABB Ltd position peaked at $464K in Q2 2020.
  • 401 funds tracked by Wall St. Rank held ABB Ltd as of Q1 2021.

Based on Phoenix Financial's 13F filing for Q1 2021, filed 10 May 2021.