SWM
ABB

Spire Wealth Management’s ABB Ltd ABB Stock Holding History

Spire 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
2024
Q4 		– Sell
-3,203
Closed -$185K – 2546
2024
Q3 		$185K Sell
3,203
-210
-6% -$12.2K 0.01% 744
2024
Q2 		$190K Sell
3,413
-1
-0% -$56 0.01% 732
2024
Q1 		$158K Buy
3,414
+16
+0.5% +$742 ﹤0.01% 841
2023
Q4 		$139K Sell
3,398
-9
-0.3% -$367 ﹤0.01% 892
2023
Q3 		$121K Sell
3,407
-105
-3% -$3.74K ﹤0.01% 887
2023
Q2 		$138K Buy
3,512
+13
+0.4% +$463 0.01% 858
2023
Q1 		$120K Buy
3,499
+1,600
+84% +$53.6K ﹤0.01% 904
2022
Q4 		$58K Buy
1,899
+1,641
+636% +$47.8K ﹤0.01% 937
2022
Q3 		$7K Sell
258
-4,157
-94% -$117K ﹤0.01% 1677
2022
Q2 		$118K Sell
4,415
-1,837
-29% -$54.6K ﹤0.01% 979
2022
Q1 		$202K Sell
6,252
-806
-11% -$28.1K 0.01% 899
2021
Q4 		$269K Sell
7,058
-414
-6% -$14.5K 0.01% 956
2021
Q3 		$249K Hold
7,472
– – 0.01% 839
2021
Q2 		$254K Sell
7,472
-332
-4% -$11.1K 0.01% 849
2021
Q1 		$239K Buy
+7,804
New +$234K 0.01% 987

Other funds holding ABB

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
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Spire Wealth Management's ABB Position: Q4 2024 in Review

Spire Wealth Management sold out of ABB Ltd (ABB) in Q4 2024, closing a stake of 3,203 shares — an estimated $185K sold.

Spire Wealth Management first reported a position in ABB in Q1 2021 and held it in 15 quarters. The position peaked at $269K in Q4 2021. 45 funds tracked by Wall St. Rank hold ABB as of Q4 2024.

  • Spire Wealth Management reported no remaining ABB Ltd position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 3,203 ABB Ltd shares in Q4 2024, an estimated $185K.
  • Spire Wealth Management first reported a position in ABB Ltd in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's ABB Ltd position peaked at $269K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held ABB Ltd as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.