PMFA
ABB

Plante Moran Financial Advisors’s ABB Ltd ABB Stock Holding History

Plante Moran Financial Advisors’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
-717
Closed -$24.6K – 875
2023
Q1 		$24.6K Hold
717
– – ﹤0.01% 409
2022
Q4 		$21.8K Hold
717
– – ﹤0.01% 442
2022
Q3 		$18K Sell
717
-196
-21% -$5.51K ﹤0.01% 491
2022
Q2 		$24K Buy
913
+196
+27% +$5.82K ﹤0.01% 435
2022
Q1 		$23K Hold
717
– – ﹤0.01% 475
2021
Q4 		$27K Hold
717
– – ﹤0.01% 491
2021
Q3 		$24K Buy
717
+251
+54% +$9.12K 0.01% 528
2021
Q2 		$16K Buy
+466
New +$15.6K ﹤0.01% 606
2019
Q1 		– Sell
-155
Closed -$3K – 980
2018
Q4 		$3K Buy
+155
New +$3.14K ﹤0.01% 681
2018
Q3 		– Sell
-2,200
Closed -$48K – 866
2018
Q2 		$48K Sell
2,200
-944
-30% -$21.9K 0.02% 335
2018
Q1 		$75K Hold
3,144
– – 0.04% 275
2017
Q4 		$84K Buy
3,144
+1,635
+108% +$42K 0.05% 255
2017
Q3 		$37K Hold
1,509
– – 0.02% 370
2017
Q2 		$38K Buy
1,509
+516
+52% +$12.7K 0.02% 369
2017
Q1 		$23K Buy
+993
New +$22.7K 0.01% 458
2013
Q4 		– Sell
-1,585
Closed -$37K – 724
2013
Q3 		$37K Buy
+1,585
New +$35.7K 0.02% 224

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Plante Moran Financial Advisors's ABB Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 717 shares — an estimated $24.6K sold.

Plante Moran Financial Advisors first reported a position in ABB in Q3 2013 and held it in 16 quarters. The position peaked at $84K in Q4 2017. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Plante Moran Financial Advisors reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 717 ABB Ltd shares in Q2 2023, an estimated $24.6K.
  • Plante Moran Financial Advisors first reported a position in ABB Ltd in Q3 2013 and held it in 16 quarters.
  • Plante Moran Financial Advisors's ABB Ltd position peaked at $84K in Q4 2017.
  • 134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.