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Safir Wealth Advisors’s Abbott ABT Stock Holding History

Safir Wealth Advisors’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
2022
Q3 		– Sell
-1,939
Closed -$211K – 14
2022
Q2 		$211K Hold
1,939
– – 0.21% 14
2022
Q1 		$230K Buy
1,939
+239
+14% +$29.6K 0.19% 13
2021
Q4 		$239K Hold
1,700
– – 0.19% 12
2021
Q3 		$201K Buy
+1,700
New +$209K 0.17% 15
2021
Q2 		– Sell
-1,700
Closed -$204K – 14
2021
Q1 		$204K Hold
1,700
– – 0.19% 13
2020
Q4 		$186K Buy
+1,700
New +$185K 0.17% 14

Other funds holding ABT

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Safir Wealth Advisors's ABT Position: Q3 2022 in Review

Safir Wealth Advisors sold out of Abbott (ABT) in Q3 2022, closing a stake of 1,939 shares — an estimated $211K sold.

Safir Wealth Advisors first reported a position in ABT in Q4 2020 and held it in 6 quarters. The position peaked at $239K in Q4 2021. 2,620 funds tracked by Wall St. Rank hold ABT as of Q3 2022.

  • Safir Wealth Advisors reported no remaining Abbott position as of Q3 2022 after selling out during the quarter.
  • Safir Wealth Advisors sold 1,939 Abbott shares in Q3 2022, an estimated $211K.
  • Safir Wealth Advisors first reported a position in Abbott in Q4 2020 and held it in 6 quarters.
  • Safir Wealth Advisors's Abbott position peaked at $239K in Q4 2021.
  • 2,620 funds tracked by Wall St. Rank held Abbott as of Q3 2022.

Based on Safir Wealth Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.