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Shelton Wealth Management’s AbbVie ABBV Stock Holding History

Shelton Wealth Management’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
2023
Q4 		– Sell
-2,457
Closed -$366K – 105
2023
Q3 		$366K Hold
2,457
– – 0.29% 38
2023
Q2 		$331K Buy
2,457
+66
+3% +$9.68K 0.26% 45
2023
Q1 		$381K Buy
2,391
+636
+36% +$97.2K 0.31% 40
2022
Q4 		$284K Buy
1,755
+95
+6% +$14.6K 0.22% 53
2022
Q3 		$223K Buy
+1,660
New +$238K 0.2% 54

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Shelton Wealth Management's ABBV Position: Q4 2023 in Review

Shelton Wealth Management sold out of AbbVie (ABBV) in Q4 2023, closing a stake of 2,457 shares — an estimated $366K sold.

Shelton Wealth Management first reported a position in ABBV in Q3 2022 and held it in 5 quarters. The position peaked at $381K in Q1 2023. 3,322 funds tracked by Wall St. Rank hold ABBV as of Q4 2023.

  • Shelton Wealth Management reported no remaining AbbVie position as of Q4 2023 after selling out during the quarter.
  • Shelton Wealth Management sold 2,457 AbbVie shares in Q4 2023, an estimated $366K.
  • Shelton Wealth Management first reported a position in AbbVie in Q3 2022 and held it in 5 quarters.
  • Shelton Wealth Management's AbbVie position peaked at $381K in Q1 2023.
  • 3,322 funds tracked by Wall St. Rank held AbbVie as of Q4 2023.

Based on Shelton Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.