SWA
ABB

SOA Wealth Advisors’s ABB Ltd ABB Stock Holding History

SOA Wealth Advisors’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
-667
Closed -$26.2K – 965
2023
Q2 		$26.2K Hold
667
– – 0.01% 384
2023
Q1 		$22.9K Hold
667
– – 0.01% 404
2022
Q4 		$20.3K Hold
667
– – 0.01% 401
2022
Q3 		$17K Hold
667
– – 0.01% 418
2022
Q2 		$17K Hold
667
– – 0.01% 414
2022
Q1 		$21K Hold
667
– – 0.01% 460
2021
Q4 		$25K Hold
667
– – 0.01% 413
2021
Q3 		$22K Hold
667
– – 0.01% 445
2021
Q2 		$22K Hold
667
– – 0.01% 450
2021
Q1 		$20K Hold
667
– – 0.01% 410
2020
Q4 		$19K Buy
+667
New +$17.8K 0.01% 421

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $4.65B AUM 23.83% 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

SOA Wealth Advisors's ABB Position: Q3 2023 in Review

SOA Wealth Advisors sold out of ABB Ltd (ABB) in Q3 2023, closing a stake of 667 shares — an estimated $26.2K sold.

SOA Wealth Advisors first reported a position in ABB in Q4 2020 and held it in 11 quarters. The position peaked at $26.2K in Q2 2023. 58 funds tracked by Wall St. Rank hold ABB as of Q3 2023.

  • SOA Wealth Advisors reported no remaining ABB Ltd position as of Q3 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 667 ABB Ltd shares in Q3 2023, an estimated $26.2K.
  • SOA Wealth Advisors first reported a position in ABB Ltd in Q4 2020 and held it in 11 quarters.
  • SOA Wealth Advisors's ABB Ltd position peaked at $26.2K in Q2 2023.
  • 58 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.