SFS
ABB

Sowell Financial Services’s ABB Ltd ABB Stock Holding History

Sowell Financial Services’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
2021
Q3 		– Sell
-16,036
Closed -$545K – 569
2021
Q2 		$545K Sell
16,036
-2,234
-12% -$74.6K 0.04% 406
2021
Q1 		$617K Buy
18,270
+237
+1% +$7.12K 0.02% 567
2020
Q4 		$504K Buy
18,033
+545
+3% +$14.5K 0.02% 522
2020
Q3 		$445K Sell
17,488
-1,295
-7% -$33K 0.02% 497
2020
Q2 		$424K Buy
18,783
+531
+3% +$10.2K 0.02% 501
2020
Q1 		$315K Buy
18,252
+848
+5% +$18.5K 0.02% 528
2019
Q4 		$419K Buy
17,404
+1,340
+8% +$28.7K 0.03% 501
2019
Q3 		$316K Buy
+16,064
New +$306K 0.03% 521
2019
Q1 		$252K Buy
13,375
+1,391
+12% +$26.9K 0.03% 486
2018
Q4 		$228K Buy
+11,984
New +$243K 0.03% 439

Other funds holding ABB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Sowell Financial Services's ABB Position: Q3 2021 in Review

Sowell Financial Services sold out of ABB Ltd (ABB) in Q3 2021, closing a stake of 16,036 shares — an estimated $545K sold.

Sowell Financial Services first reported a position in ABB in Q4 2018 and held it in 10 quarters. The position peaked at $617K in Q1 2021. 425 funds tracked by Wall St. Rank hold ABB as of Q3 2021.

  • Sowell Financial Services reported no remaining ABB Ltd position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 16,036 ABB Ltd shares in Q3 2021, an estimated $545K.
  • Sowell Financial Services first reported a position in ABB Ltd in Q4 2018 and held it in 10 quarters.
  • Sowell Financial Services's ABB Ltd position peaked at $617K in Q1 2021.
  • 425 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.