Private Wealth Advisors (California)’s AbbVie ABBV Stock Holding History

Private Wealth Advisors (California)’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 Q4	–	Sell	-1,348	Closed	-$201K	–	72
2023 Q3	$201K	Buy	+1,348	New	+$198K	0.09%	74
2023 Q2	–	Sell	-1,349	Closed	-$215K	–	80
2023 Q1	$215K	Buy	1,349 +5	+0.4%	+$764	0.09%	74
2022 Q4	$217K	Buy	+1,344	New	+$206K	0.07%	75
2022 Q2	–	Sell	-1,324	Closed	-$215K	–	82
2022 Q1	$215K	Buy	+1,324	New	+$192K	0.07%	72
2021 Q4	–	Sell	-11,418	Closed	-$1.33M	–	98
2021 Q3	$1.33M	Sell	11,418 -92	-0.8%	-$10.5K	0.32%	56
2021 Q2	$1.3M	Buy	11,510 +1,241	+12%	+$140K	0.4%	48
2021 Q1	$1.11M	Buy	+10,269	New	+$1.1M	0.38%	45

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Private Wealth Advisors (California)'s ABBV Position: Q4 2023 in Review

Private Wealth Advisors (California) sold out of AbbVie (ABBV) in Q4 2023, closing a stake of 1,348 shares — an estimated $201K sold.

Private Wealth Advisors (California) first reported a position in ABBV in Q1 2021 and held it in 7 quarters. The position peaked at $1.33M in Q3 2021. 3,322 funds tracked by Wall St. Rank hold ABBV as of Q4 2023.

Private Wealth Advisors (California) reported no remaining AbbVie position as of Q4 2023 after selling out during the quarter.
Private Wealth Advisors (California) sold 1,348 AbbVie shares in Q4 2023, an estimated $201K.
Private Wealth Advisors (California) first reported a position in AbbVie in Q1 2021 and held it in 7 quarters.
Private Wealth Advisors (California)'s AbbVie position peaked at $1.33M in Q3 2021.
3,322 funds tracked by Wall St. Rank held AbbVie as of Q4 2023.

Based on Private Wealth Advisors (California)'s 13F filing for Q4 2023, filed 23 Jan 2024.