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Selective Wealth Management’s Abbott ABT Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-1,606
Closed -$155K – 130
2022
Q3 		$155K Buy
1,606
+27
+2% +$2.88K 0.07% 154
2022
Q2 		$172K Sell
1,579
-39
-2% -$4.43K 0.06% 156
2022
Q1 		$192K Buy
1,618
+148
+10% +$18.3K 0.07% 138
2021
Q4 		$207K Buy
1,470
+400
+37% +$51.2K 0.08% 122
2021
Q3 		$126K Buy
1,070
+425
+66% +$52.2K 0.07% 149
2021
Q2 		$75K Buy
645
+200
+45% +$23.3K 0.06% 140
2021
Q1 		$53K Buy
445
+350
+368% +$41.5K 0.05% 121
2020
Q4 		$10K Buy
95
+50
+111% +$5.43K 0.01% 240
2020
Q3 		$5K Hold
45
– – ﹤0.01% 244
2020
Q2 		$4K Buy
+45
New +$4.07K ﹤0.01% 312

Other funds holding ABT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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

Selective Wealth Management's ABT Position: Q4 2022 in Review

Selective Wealth Management sold out of Abbott (ABT) in Q4 2022, closing a stake of 1,606 shares — an estimated $155K sold.

Selective Wealth Management first reported a position in ABT in Q2 2020 and held it in 10 quarters. The position peaked at $207K in Q4 2021. 2,764 funds tracked by Wall St. Rank hold ABT as of Q4 2022.

  • Selective Wealth Management reported no remaining Abbott position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,606 Abbott shares in Q4 2022, an estimated $155K.
  • Selective Wealth Management first reported a position in Abbott in Q2 2020 and held it in 10 quarters.
  • Selective Wealth Management's Abbott position peaked at $207K in Q4 2021.
  • 2,764 funds tracked by Wall St. Rank held Abbott as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.