Squar Milner Financial Services’s AbbVie ABBV Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-10,891	Closed	-$1.07M	–	3
2020 Q2	$1.07M	Buy	10,891 +2,389	+28%	+$210K	0.61%	35
2020 Q1	$647K	Buy	8,502 +666	+8%	+$56.7K	0.39%	50
2019 Q4	$693K	Sell	7,836 -3,328	-30%	-$276K	0.35%	58
2019 Q3	$978K	Buy	11,164 +4,965	+80%	+$340K	0.5%	49
2019 Q2	$451K	Buy	6,199 +320	+5%	+$25.2K	0.3%	77
2019 Q1	$473K	Hold	5,879	–	–	0.35%	65
2018 Q4	$542K	Buy	5,879 +937	+19%	+$82.4K	0.52%	38
2018 Q3	$467K	Sell	4,942 -2,700	-35%	-$256K	0.42%	55
2018 Q2	$708K	Buy	7,642 +804	+12%	+$78.5K	0.62%	33
2018 Q1	$647K	Buy	6,838 +69	+1%	+$7.58K	0.82%	33
2017 Q4	$828K	Buy	+6,769	New	+$638K	1%	23

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Squar Milner Financial Services's ABBV Position: Q3 2020 in Review

Squar Milner Financial Services sold out of AbbVie (ABBV) in Q3 2020, closing a stake of 10,891 shares — an estimated $1.07M sold.

Squar Milner Financial Services first reported a position in ABBV in Q4 2017 and held it in 11 quarters. The position peaked at $1.07M in Q2 2020. 2,367 funds tracked by Wall St. Rank hold ABBV as of Q3 2020.

Squar Milner Financial Services reported no remaining AbbVie position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 10,891 AbbVie shares in Q3 2020, an estimated $1.07M.
Squar Milner Financial Services first reported a position in AbbVie in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's AbbVie position peaked at $1.07M in Q2 2020.
2,367 funds tracked by Wall St. Rank held AbbVie as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.