PRW Wealth Management’s Abbott ABT Stock Holding History

PRW Wealth Management’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 Q2	–	Sell	-1,856	Closed	-$205K	–	79
2023 Q1	$205K	Hold	1,856	–	–	0.08%	107
2022 Q4	$204K	Buy	+1,856	New	+$192K	0.09%	64
2022 Q1	–	Sell	-1,656	Closed	-$233K	–	116
2021 Q4	$233K	Buy	+1,656	New	+$212K	0.11%	92
2021 Q3	–	Sell	-8,335	Closed	-$966K	–	96
2021 Q2	$966K	Buy	8,335 +6,234	+297%	+$727K	0.28%	103
2021 Q1	$252K	Sell	2,101 -298	-12%	-$35.3K	0.12%	79
2020 Q4	$263K	Sell	2,399 -933	-28%	-$101K	0.15%	75
2020 Q3	$363K	Sell	3,332 -50	-1%	-$5.07K	0.26%	52
2020 Q2	$309K	Buy	3,382 +168	+5%	+$15.2K	0.25%	52
2020 Q1	$254K	Buy	+3,214	New	+$268K	0.31%	47
2019 Q2	–	Sell	-1,320	Closed	-$106K	–	61
2019 Q1	$106K	Sell	1,320 -638	-33%	-$47.5K	0.1%	76
2018 Q4	$142K	Buy	+1,958	New	+$138K	0.18%	71

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

PRW Wealth Management's ABT Position: Q2 2023 in Review

PRW Wealth Management sold out of Abbott (ABT) in Q2 2023, closing a stake of 1,856 shares — an estimated $205K sold.

PRW Wealth Management first reported a position in ABT in Q4 2018 and held it in 11 quarters. The position peaked at $966K in Q2 2021. 2,737 funds tracked by Wall St. Rank hold ABT as of Q2 2023.

PRW Wealth Management reported no remaining Abbott position as of Q2 2023 after selling out during the quarter.
PRW Wealth Management sold 1,856 Abbott shares in Q2 2023, an estimated $205K.
PRW Wealth Management first reported a position in Abbott in Q4 2018 and held it in 11 quarters.
PRW Wealth Management's Abbott position peaked at $966K in Q2 2021.
2,737 funds tracked by Wall St. Rank held Abbott as of Q2 2023.

Based on PRW Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.