Ropes Wealth Advisors’s ABB Ltd ABB Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-176	Closed	-$5K	–	848
2020 Q4	$5K	Buy	+176	New	+$4.69K	﹤0.01%	577
2020 Q2	–	Sell	-390	Closed	-$7K	–	620
2020 Q1	$7K	Sell	390 -610	-61%	-$13.3K	﹤0.01%	443
2019 Q4	$24K	Sell	1,000 -215	-18%	-$4.61K	0.01%	401
2019 Q3	$24K	Hold	1,215	–	–	0.01%	416
2019 Q2	$24K	Hold	1,215	–	–	0.01%	415
2019 Q1	$23K	Hold	1,215	–	–	0.01%	397
2018 Q4	$23K	Hold	1,215	–	–	0.01%	368
2018 Q3	$29K	Hold	1,215	–	–	0.01%	376
2018 Q2	$26K	Hold	1,215	–	–	0.01%	399
2018 Q1	$29K	Hold	1,215	–	–	0.01%	374
2017 Q4	$33K	Hold	1,215	–	–	0.01%	389
2017 Q3	$30K	Hold	1,215	–	–	0.01%	372
2017 Q2	$30K	Hold	1,215	–	–	0.01%	375
2017 Q1	$28K	Hold	1,215	–	–	0.01%	382
2016 Q4	$26K	Buy	1,215 +700	+136%	+$14.9K	0.01%	381
2016 Q3	$12K	Hold	515	–	–	﹤0.01%	405
2016 Q2	$10K	Buy	515 +300	+140%	+$6.13K	﹤0.01%	371
2016 Q1	$4K	Hold	215	–	–	﹤0.01%	367
2015 Q4	$4K	Hold	215	–	–	﹤0.01%	377
2015 Q3	$4K	Sell	215 -55	-20%	-$1.07K	﹤0.01%	368
2015 Q2	$6K	Hold	270	–	–	﹤0.01%	273
2015 Q1	$6K	Buy	+270	New	+$5.56K	﹤0.01%	277

Other funds holding ABB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ropes Wealth Advisors's ABB Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of ABB Ltd (ABB) in Q1 2021, closing a stake of 176 shares — an estimated $5K sold.

Ropes Wealth Advisors first reported a position in ABB in Q1 2015 and held it in 22 quarters. The position peaked at $33K in Q4 2017. 401 funds tracked by Wall St. Rank hold ABB as of Q1 2021.

Ropes Wealth Advisors reported no remaining ABB Ltd position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 176 ABB Ltd shares in Q1 2021, an estimated $5K.
Ropes Wealth Advisors first reported a position in ABB Ltd in Q1 2015 and held it in 22 quarters.
Ropes Wealth Advisors's ABB Ltd position peaked at $33K in Q4 2017.
401 funds tracked by Wall St. Rank held ABB Ltd as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.