Polaris Wealth Advisory Group’s Abbott ABT Stock Holding History

Polaris Wealth Advisory Group’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$11M	Sell	113,429 -7,339	-6%	-$771K	0.84%	44
2023 Q2	$13.2M	Sell	120,768 -4,582	-4%	-$488K	1%	40
2023 Q1	$12.7M	Sell	125,350 -7,678	-6%	-$811K	0.94%	36
2022 Q4	$15.1M	Buy	+133,028	New	+$13.8M	1.12%	32
2018 Q4	–	Sell	-470	Closed	-$35K	–	148
2018 Q3	$35K	Buy	470 +50	+12%	+$3.28K	﹤0.01%	274
2018 Q2	$25K	Sell	420 -200	-32%	-$12.1K	﹤0.01%	162
2018 Q1	$37K	Buy	+620	New	+$37.4K	﹤0.01%	239

Other funds holding ABT

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Polaris Wealth Advisory Group reduced its Abbott (ABT) stake by 6.1% in Q3 2023, selling an estimated $771K and leaving 113,429 shares worth $11M. The position accounts for 0.84% of the portfolio, ranked #44.

Polaris Wealth Advisory Group first reported a position in ABT in Q1 2018 and has held it in 7 quarters since. The position peaked at $15.1M in Q4 2022. 2,682 funds tracked by Wall St. Rank hold ABT as of Q3 2023.

Polaris Wealth Advisory Group held 113,429 shares of Abbott worth $11M as of Q3 2023.
Polaris Wealth Advisory Group sold 7,339 Abbott shares in Q3 2023, an estimated $771K.
Abbott made up 0.84% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #44 holding.
Polaris Wealth Advisory Group first reported a position in Abbott in Q1 2018 and has held it in 7 quarters since.
Polaris Wealth Advisory Group's Abbott position peaked at $15.1M in Q4 2022.
2,682 funds tracked by Wall St. Rank held Abbott as of Q3 2023.

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