SWM
ABB

SeaCrest Wealth Management’s ABB Ltd ABB Stock Holding History

SeaCrest Wealth Management’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
Q2 		– Sell
-12,246
Closed -$420K – 671
2023
Q1 		$420K Sell
12,246
-10
-0.1% -$335 0.06% 375
2022
Q4 		$373K Sell
12,256
-1,716
-12% -$50K 0.05% 396
2022
Q3 		$359K Sell
13,972
-1,245
-8% -$35K 0.05% 394
2022
Q2 		$407K Sell
15,217
-2,672
-15% -$79.4K 0.05% 383
2022
Q1 		$579K Buy
17,889
+329
+2% +$11.5K 0.07% 311
2021
Q4 		$670K Buy
17,560
+2,205
+14% +$77.3K 0.07% 269
2021
Q3 		$512K Buy
15,355
+2,805
+22% +$102K 0.06% 334
2021
Q2 		$427K Hold
12,550
– – 0.05% 389
2021
Q1 		$382K Sell
12,550
-660
-5% -$19.8K 0.05% 394
2020
Q4 		$369K Sell
13,210
-370
-3% -$9.86K 0.05% 366
2020
Q3 		$346K Sell
13,580
-31,951
-70% -$815K 0.06% 347
2020
Q2 		$1.03M Buy
45,531
+22,218
+95% +$427K 0.18% 117
2020
Q1 		$402K Buy
23,313
+7,709
+49% +$168K 0.09% 253
2019
Q4 		$376K Buy
15,604
+2,888
+23% +$61.9K 0.06% 342
2019
Q3 		$250K Sell
12,716
-530
-4% -$10.1K 0.05% 433
2019
Q2 		$265K Buy
13,246
+651
+5% +$12.7K 0.05% 403
2019
Q1 		$238K Buy
12,595
+219
+2% +$4.24K 0.04% 417
2018
Q4 		$235K Buy
12,376
+1,000
+9% +$20.2K 0.05% 386
2018
Q3 		$269K Buy
11,376
+3,100
+37% +$71.1K 0.05% 417
2018
Q2 		$180K Sell
8,276
-2,173
-21% -$50.4K 0.03% 527
2018
Q1 		$248K Sell
10,449
-980
-9% -$25.2K 0.05% 415
2017
Q4 		$307K Buy
+11,429
New +$294K 0.06% 363

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

SeaCrest Wealth Management's ABB Position: Q2 2023 in Review

SeaCrest Wealth Management sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 12,246 shares — an estimated $420K sold.

SeaCrest Wealth Management first reported a position in ABB in Q4 2017 and held it in 22 quarters. The position peaked at $1.03M in Q2 2020. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • SeaCrest Wealth Management reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 12,246 ABB Ltd shares in Q2 2023, an estimated $420K.
  • SeaCrest Wealth Management first reported a position in ABB Ltd in Q4 2017 and held it in 22 quarters.
  • SeaCrest Wealth Management's ABB Ltd position peaked at $1.03M in Q2 2020.
  • 134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on SeaCrest Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.