Signature Wealth Management Partners’s AbbVie ABBV Stock Holding History

Signature Wealth Management Partners’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 Q2	–	Sell	-2,322	Closed	-$370K	–	100
2023 Q1	$370K	Sell	2,322 -4,100	-64%	-$627K	0.34%	65
2022 Q4	$1.04M	Hold	6,422	–	–	1.02%	26
2022 Q3	$862K	Buy	6,422 +1,000	+18%	+$143K	0.95%	25
2022 Q2	$831K	Hold	5,422	–	–	0.85%	32
2022 Q1	$879K	Sell	5,422 -3,282	-38%	-$477K	0.75%	35
2021 Q4	$1.18M	Sell	8,704 -30	-0.3%	-$3.54K	1%	28
2021 Q3	$942K	Buy	8,734 +200	+2%	+$22.9K	0.85%	29
2021 Q2	$961K	Sell	8,534 -4,130	-33%	-$465K	0.87%	29
2021 Q1	$1.37M	Buy	12,664 +6,538	+107%	+$699K	1.31%	21
2020 Q4	$656K	Buy	+6,126	New	+$589K	0.66%	38

Other funds holding ABBV

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Signature Wealth Management Partners's ABBV Position: Q2 2023 in Review

Signature Wealth Management Partners sold out of AbbVie (ABBV) in Q2 2023, closing a stake of 2,322 shares — an estimated $370K sold.

Signature Wealth Management Partners first reported a position in ABBV in Q4 2020 and held it in 10 quarters. The position peaked at $1.37M in Q1 2021. 3,077 funds tracked by Wall St. Rank hold ABBV as of Q2 2023.

Signature Wealth Management Partners reported no remaining AbbVie position as of Q2 2023 after selling out during the quarter.
Signature Wealth Management Partners sold 2,322 AbbVie shares in Q2 2023, an estimated $370K.
Signature Wealth Management Partners first reported a position in AbbVie in Q4 2020 and held it in 10 quarters.
Signature Wealth Management Partners's AbbVie position peaked at $1.37M in Q1 2021.
3,077 funds tracked by Wall St. Rank held AbbVie as of Q2 2023.

Based on Signature Wealth Management Partners's 13F filing for Q2 2023, filed 24 Jul 2023.