SWM
ABB

Selective Wealth Management’s ABB Ltd ABB Stock Holding History

Selective 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
2021
Q2 		– Sell
-100
Closed -$3K – 562
2021
Q1 		$3K Hold
100
– – ﹤0.01% 352
2020
Q4 		$3K Hold
100
– – ﹤0.01% 329
2020
Q3 		$3K Hold
100
– – ﹤0.01% 277
2020
Q2 		$2K Buy
+100
New +$1.92K ﹤0.01% 394

Other funds holding ABB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Selective Wealth Management's ABB Position: Q2 2021 in Review

Selective Wealth Management sold out of ABB Ltd (ABB) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in ABB in Q2 2020 and held it in 4 quarters. The position peaked at $3K in Q1 2021. 419 funds tracked by Wall St. Rank hold ABB as of Q2 2021.

  • Selective Wealth Management reported no remaining ABB Ltd position as of Q2 2021 after selling out during the quarter.
  • Selective Wealth Management sold 100 ABB Ltd shares in Q2 2021, an estimated $3K.
  • Selective Wealth Management first reported a position in ABB Ltd in Q2 2020 and held it in 4 quarters.
  • Selective Wealth Management's ABB Ltd position peaked at $3K in Q1 2021.
  • 419 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.