Sequoia Wealth Management’s Abbott ABT Stock Holding History

Sequoia 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
2019 Q2	–	Sell	-4,132	Closed	-$326K	–	54
2019 Q1	$326K	Buy	+4,132	New	+$307K	0.26%	54
2018 Q4	–	Sell	-3,651	Closed	-$266K	–	60
2018 Q3	$266K	Buy	+3,651	New	+$240K	0.23%	51
2018 Q2	–	Sell	-3,750	Closed	-$225K	–	54
2018 Q1	$225K	Buy	3,750 +107	+3%	+$6.45K	0.22%	51
2017 Q4	$215K	Buy	+3,643	New	+$202K	0.19%	55

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sequoia Wealth Management's ABT Position: Q2 2019 in Review

Sequoia Wealth Management sold out of Abbott (ABT) in Q2 2019, closing a stake of 4,132 shares — an estimated $326K sold.

Sequoia Wealth Management first reported a position in ABT in Q4 2017 and held it in 4 quarters. The position peaked at $326K in Q1 2019. 2,015 funds tracked by Wall St. Rank hold ABT as of Q2 2019.

Sequoia Wealth Management reported no remaining Abbott position as of Q2 2019 after selling out during the quarter.
Sequoia Wealth Management sold 4,132 Abbott shares in Q2 2019, an estimated $326K.
Sequoia Wealth Management first reported a position in Abbott in Q4 2017 and held it in 4 quarters.
Sequoia Wealth Management's Abbott position peaked at $326K in Q1 2019.
2,015 funds tracked by Wall St. Rank held Abbott as of Q2 2019.

Based on Sequoia Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.