SWA
ABBV icon

ShankerValleau Wealth Advisors’s AbbVie ABBV Stock Holding History

ShankerValleau Wealth Advisors’s Portfolio ABBV Stock Details ABBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,340
Closed -$265K – 36
2024
Q3 		$265K Buy
+1,340
New +$250K 0.09% 23

Other funds holding ABBV

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ShankerValleau Wealth Advisors's ABBV Position: Q4 2024 in Review

ShankerValleau Wealth Advisors sold out of AbbVie (ABBV) in Q4 2024, closing a stake of 1,340 shares — an estimated $265K sold.

ShankerValleau Wealth Advisors first reported a position in ABBV in Q3 2024 and held it in 1 quarter. The position peaked at $265K in Q3 2024. 3,744 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

  • ShankerValleau Wealth Advisors reported no remaining AbbVie position as of Q4 2024 after selling out during the quarter.
  • ShankerValleau Wealth Advisors sold 1,340 AbbVie shares in Q4 2024, an estimated $265K.
  • ShankerValleau Wealth Advisors first reported a position in AbbVie in Q3 2024 and held it in 1 quarter.
  • ShankerValleau Wealth Advisors's AbbVie position peaked at $265K in Q3 2024.
  • 3,744 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on ShankerValleau Wealth Advisors's 13F filing for Q4 2024, filed 6 Jan 2025.