SSWM
ABB

Smith Salley Wealth Management’s ABB Ltd ABB Stock Holding History

Smith Salley Wealth Management’s Portfolio ABB Stock Details ABB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-73,076
Closed -$2.87M – 240
2023
Q2 		$2.87M Sell
73,076
-21,062
-22% -$751K 0.21% 81
2023
Q1 		$3.23M Buy
94,138
+1,136
+1% +$38.1K 0.26% 78
2022
Q4 		$2.83M Sell
93,002
-161
-0.2% -$4.69K 0.24% 83
2022
Q3 		$2.39M Sell
93,163
-197
-0.2% -$5.53K 0.22% 88
2022
Q2 		$2.5M Buy
93,360
+3,635
+4% +$108K 0.22% 90
2022
Q1 		$2.9M Buy
89,725
+2,399
+3% +$83.7K 0.22% 87
2021
Q4 		$3.33M Buy
87,326
+206
+0.2% +$7.23K 0.24% 85
2021
Q3 		$2.91M Buy
87,120
+3,866
+5% +$140K 0.23% 87
2021
Q2 		$2.83M Buy
83,254
+1,203
+1% +$40.2K 0.23% 86
2021
Q1 		$2.5M Buy
82,051
+3,262
+4% +$97.9K 0.22% 80
2020
Q4 		$2.2M Sell
78,789
-266
-0.3% -$7.09K 0.22% 80
2020
Q3 		$2.01M Buy
79,055
+1,203
+2% +$30.7K 0.24% 79
2020
Q2 		$1.76M Buy
77,852
+2,887
+4% +$55.5K 0.23% 79
2020
Q1 		$1.29M Sell
74,965
-932
-1% -$20.4K 0.22% 85
2019
Q4 		$1.83M Buy
+75,897
New +$1.63M 0.24% 84

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Smith Salley Wealth Management's ABB Position: Q3 2023 in Review

Smith Salley Wealth Management sold out of ABB Ltd (ABB) in Q3 2023, closing a stake of 73,076 shares — an estimated $2.87M sold.

Smith Salley Wealth Management first reported a position in ABB in Q4 2019 and held it in 15 quarters. The position peaked at $3.33M in Q4 2021. 58 funds tracked by Wall St. Rank hold ABB as of Q3 2023.

  • Smith Salley Wealth Management reported no remaining ABB Ltd position as of Q3 2023 after selling out during the quarter.
  • Smith Salley Wealth Management sold 73,076 ABB Ltd shares in Q3 2023, an estimated $2.87M.
  • Smith Salley Wealth Management first reported a position in ABB Ltd in Q4 2019 and held it in 15 quarters.
  • Smith Salley Wealth Management's ABB Ltd position peaked at $3.33M in Q4 2021.
  • 58 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2023.

Based on Smith Salley Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.