Polaris Wealth Advisory Group’s AbbVie ABBV Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	$31.6M	Buy	212,188 +537	+0.3%	+$78.8K	2.41%	7
2023 Q2	$28.5M	Buy	211,651 +6,394	+3%	+$938K	2.16%	12
2023 Q1	$32.7M	Sell	205,257 -41,770	-17%	-$6.39M	2.41%	9
2022 Q4	$38.8M	Sell	247,027 -13,858	-5%	-$2.12M	2.89%	3
2022 Q3	$36.1M	Sell	260,885 -1,320	-0.5%	-$189K	3%	4
2022 Q2	$40.2M	Buy	262,205 +99,768	+61%	+$15.2M	3.21%	3
2022 Q1	$28.1M	Sell	162,437 -25,664	-14%	-$3.73M	1.88%	22
2021 Q4	$25.5M	Sell	188,101 -4,833	-3%	-$571K	1.46%	27
2021 Q3	$21.4M	Buy	192,934 +188,065	+3,862%	+$21.5M	1.28%	37
2021 Q2	$556K	Buy	4,869 +762	+19%	+$85.8K	0.03%	114
2021 Q1	$442K	Buy	4,107 +1,383	+51%	+$148K	0.03%	129
2020 Q4	$292K	Sell	2,724 -480	-15%	-$46.1K	0.02%	156
2020 Q3	$282K	Sell	3,204 -3,222	-50%	-$303K	0.03%	136
2020 Q2	$637K	Sell	6,426 -43	-0.7%	-$3.79K	0.05%	99
2020 Q1	$493K	Sell	6,469 -370,149	-98%	-$31.5M	0.05%	92
2019 Q4	$33.6M	Buy	376,618 +370,298	+5,859%	+$30.7M	2.24%	9
2019 Q3	$456K	Sell	6,320 -150	-2%	-$10.3K	0.04%	120
2019 Q2	$475K	Hold	6,470	–	–	0.04%	109
2019 Q1	$523K	Buy	6,470 +100	+2%	+$8.18K	0.04%	115
2018 Q4	$587K	Buy	6,370 +404	+7%	+$35.5K	0.06%	106
2018 Q3	$564K	Buy	5,966 +5,696	+2,110%	+$540K	0.04%	107
2018 Q2	$26K	Sell	270 -5,873	-96%	-$574K	﹤0.01%	160
2018 Q1	$581K	Buy	+6,143	New	+$675K	0.05%	99

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polaris Wealth Advisory Group's ABBV Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its AbbVie (ABBV) stake by 0.25% in Q3 2023, buying an estimated $78.8K and bringing the position to 212,188 shares worth $31.6M. The position accounts for 2.41% of the portfolio, ranked #7.

Polaris Wealth Advisory Group first reported a position in ABBV in Q1 2018 and has held it in 23 quarters since. The position peaked at $40.2M in Q2 2022. 3,109 funds tracked by Wall St. Rank hold ABBV as of Q3 2023.

Polaris Wealth Advisory Group held 212,188 shares of AbbVie worth $31.6M as of Q3 2023.
Polaris Wealth Advisory Group bought 537 AbbVie shares in Q3 2023, an estimated $78.8K.
AbbVie made up 2.41% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #7 holding.
Polaris Wealth Advisory Group first reported a position in AbbVie in Q1 2018 and has held it in 23 quarters since.
Polaris Wealth Advisory Group's AbbVie position peaked at $40.2M in Q2 2022.
3,109 funds tracked by Wall St. Rank held AbbVie as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.