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

Private Wealth Advisors (Pennsylvania)’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
2020
Q4 		$996K Buy
9,293
+235
+3% +$22.6K 0.57% 40
2020
Q3 		$793K Sell
9,058
-250
-3% -$23.5K 0.51% 42
2020
Q2 		$914K Buy
9,308
+16
+0.2% +$1.41K 0.62% 38
2020
Q1 		$770K Buy
9,292
+93
+1% +$7.92K 0.58% 41
2019
Q4 		$771K Sell
9,199
-1,831
-17% -$152K 0.41% 64
2019
Q3 		$835K Sell
11,030
-404
-4% -$27.7K 0.43% 63
2019
Q2 		$831K Buy
11,434
+200
+2% +$15.7K 0.29% 81
2019
Q1 		$905K Buy
11,234
+255
+2% +$20.9K 0.34% 75
2018
Q4 		$1.01M Sell
10,979
-221
-2% -$19.4K 0.44% 59
2018
Q3 		$1.06M Sell
11,200
-237
-2% -$22.5K 0.39% 65
2018
Q2 		$1.06M Sell
11,437
-194
-2% -$18.9K 0.42% 64
2018
Q1 		$1.1M Buy
11,631
+1,086
+10% +$119K 0.44% 63
2017
Q4 		$1.02M Buy
10,545
+82
+0.8% +$7.73K 0.4% 66
2017
Q3 		$930K Buy
10,463
+102
+1% +$7.76K 0.38% 68
2017
Q2 		$751K Buy
10,361
+744
+8% +$50K 0.32% 79
2017
Q1 		$627K Buy
9,617
+403
+4% +$25.3K 0.28% 83
2016
Q4 		$577K Buy
9,214
+2
+0% +$122 0.27% 83
2016
Q3 		$581K Buy
9,212
+91
+1% +$5.89K 0.28% 86
2016
Q2 		$565K Buy
9,121
+2
+0% +$122 0.28% 84
2016
Q1 		$521K Sell
9,119
-118
-1% -$6.58K 0.28% 83
2015
Q4 		$547K Sell
9,237
-199
-2% -$11.5K 0.31% 77
2015
Q3 		$513K Buy
9,436
+2
+0% +$130 0.26% 94
2015
Q2 		$634K Buy
9,434
+2
+0% +$131 0.29% 89
2015
Q1 		$552K Buy
9,432
+1
+0% +$60 0.26% 86
2014
Q4 		$617K Sell
9,431
-44
-0.5% -$2.77K 0.3% 78
2014
Q3 		$547K Sell
9,475
-32
-0.3% -$1.78K 0.29% 80
2014
Q2 		$537K Buy
9,507
+2
+0% +$105 0.28% 83
2014
Q1 		$489K Buy
9,505
+2
+0% +$101 0.27% 83
2013
Q4 		$502K Buy
9,503
+1
+0% +$49 0.27% 79
2013
Q3 		$425K Buy
9,502
+302
+3% +$13.4K 0.25% 85
2013
Q2 		$380K Buy
+9,200
New +$402K 0.24% 85

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s ABBV Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its AbbVie (ABBV) stake by 2.6% in Q4 2020, buying an estimated $22.6K and bringing the position to 9,293 shares worth $996K. The position accounts for 0.57% of the portfolio, ranked #40.

Private Wealth Advisors (Pennsylvania) first reported a position in ABBV in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.1M in Q1 2018. 2,597 funds tracked by Wall St. Rank hold ABBV as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 9,293 shares of AbbVie worth $996K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) bought 235 AbbVie shares in Q4 2020, an estimated $22.6K.
  • AbbVie made up 0.57% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #40 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in AbbVie in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s AbbVie position peaked at $1.1M in Q1 2018.
  • 2,597 funds tracked by Wall St. Rank held AbbVie as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.