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Sound View Wealth Advisors’s AbbVie ABBV Stock Holding History

Sound View 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
2019
Q1 		$2.18M Buy
27,046
+3,303
+14% +$270K 0.68% 46
2018
Q4 		$2.19M Buy
+23,743
New +$2.09M 0.79% 35

Other funds holding ABBV

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sound View Wealth Advisors's ABBV Position: Q1 2019 in Review

Sound View Wealth Advisors increased its AbbVie (ABBV) stake by 14% in Q1 2019, buying an estimated $270K and bringing the position to 27,046 shares worth $2.18M. The position accounts for 0.68% of the portfolio, ranked #46.

Sound View Wealth Advisors first reported a position in ABBV in Q4 2018 and has held it in 2 quarters since. The position peaked at $2.19M in Q4 2018. 2,033 funds tracked by Wall St. Rank hold ABBV as of Q1 2019.

  • Sound View Wealth Advisors held 27,046 shares of AbbVie worth $2.18M as of Q1 2019.
  • Sound View Wealth Advisors bought 3,303 AbbVie shares in Q1 2019, an estimated $270K.
  • AbbVie made up 0.68% of Sound View Wealth Advisors's portfolio in Q1 2019, its #46 holding.
  • Sound View Wealth Advisors first reported a position in AbbVie in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's AbbVie position peaked at $2.19M in Q4 2018.
  • 2,033 funds tracked by Wall St. Rank held AbbVie as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.