PWPS
ABB

Pinnacle Wealth Planning Services’s ABB Ltd ABB Stock Holding History

Pinnacle Wealth Planning Services’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
-12,628
Closed -$433K – 517
2023
Q1 		$433K Sell
12,628
-81
-0.6% -$2.71K 0.07% 196
2022
Q4 		$387K Buy
+12,709
New +$370K 0.07% 208
2022
Q2 		– Sell
-7,448
Closed -$241K – 493
2022
Q1 		$241K Buy
7,448
+174
+2% +$6.07K 0.04% 324
2021
Q4 		$278K Buy
+7,274
New +$255K 0.06% 272
2021
Q3 		– Sell
-8,464
Closed -$288K – 405
2021
Q2 		$288K Sell
8,464
-2,081
-20% -$69.5K 0.07% 239
2021
Q1 		$321K Sell
10,545
-2,501
-19% -$75.1K 0.08% 211
2020
Q4 		$365K Sell
13,046
-1,372
-10% -$36.6K 0.09% 158
2020
Q3 		$367K Sell
14,418
-3,391
-19% -$86.5K 0.12% 132
2020
Q2 		$402K Sell
17,809
-192
-1% -$3.69K 0.13% 128
2020
Q1 		$309K Buy
18,001
+593
+3% +$13K 0.15% 133
2019
Q4 		$419K Sell
17,408
-2,718
-14% -$58.2K 0.2% 108
2019
Q3 		$395K Buy
20,126
+5,556
+38% +$106K 0.22% 92
2019
Q2 		$291K Sell
14,570
-79
-0.5% -$1.54K 0.18% 119
2019
Q1 		$277K Buy
+14,649
New +$283K 0.19% 111
2018
Q4 		– Sell
-27,732
Closed -$656K – 191
2018
Q3 		$656K Buy
27,732
+1,032
+4% +$23.7K 0.6% 47
2018
Q2 		$581K Buy
26,700
+1,413
+6% +$32.8K 0.56% 54
2018
Q1 		$600K Buy
25,287
+20,922
+479% +$538K 0.62% 49
2017
Q4 		$118K Buy
+4,365
New +$112K 0.24% 78

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NIM
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Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
KCM
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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