RA
ABB

Rise Advisors’s ABB Ltd ABB Stock Holding History

Rise Advisors’s Portfolio ABB Stock Details ABB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-69
Closed -$2.7K – 702
2023
Q2 		$2.7K Buy
69
+2
+3% +$71 ﹤0.01% 483
2023
Q1 		$2.31K Hold
67
– – ﹤0.01% 555
2022
Q4 		$2.05K Hold
67
– – ﹤0.01% 564
2022
Q3 		$2K Sell
67
-50
-43% -$1.41K ﹤0.01% 585
2022
Q2 		$3K Buy
117
+3
+3% +$89 ﹤0.01% 529
2022
Q1 		$4K Hold
114
– – ﹤0.01% 464
2021
Q4 		$4.37K Buy
+114
New +$4K ﹤0.01% 425

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Rise Advisors's ABB Position: Q3 2023 in Review

Rise Advisors sold out of ABB Ltd (ABB) in Q3 2023, closing a stake of 69 shares — an estimated $2.7K sold.

Rise Advisors first reported a position in ABB in Q4 2021 and held it in 7 quarters. The position peaked at $4.37K in Q4 2021. 58 funds tracked by Wall St. Rank hold ABB as of Q3 2023.

  • Rise Advisors reported no remaining ABB Ltd position as of Q3 2023 after selling out during the quarter.
  • Rise Advisors sold 69 ABB Ltd shares in Q3 2023, an estimated $2.7K.
  • Rise Advisors first reported a position in ABB Ltd in Q4 2021 and held it in 7 quarters.
  • Rise Advisors's ABB Ltd position peaked at $4.37K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2023.

Based on Rise Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.