SW
ABB

SteelPeak Wealth’s ABB Ltd ABB Stock Holding History

SteelPeak Wealth’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
Q2 		– Sell
-18,338
Closed -$646K – 514
2023
Q1 		$646K Buy
+18,338
New +$614K 0.04% 205
2022
Q3 		– Sell
-21,946
Closed -$587K – 449
2022
Q2 		$587K Buy
+21,946
New +$652K 0.04% 233
2022
Q1 		– Sell
-19,550
Closed -$746K – 498
2021
Q4 		$746K Buy
19,550
+12,846
+192% +$451K 0.04% 203
2021
Q3 		$224K Buy
6,704
+193
+3% +$7.01K 0.01% 377
2021
Q2 		$221K Buy
+6,511
New +$218K 0.02% 378

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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

SteelPeak Wealth's ABB Position: Q2 2023 in Review

SteelPeak Wealth sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 18,338 shares — an estimated $646K sold.

SteelPeak Wealth first reported a position in ABB in Q2 2021 and held it in 5 quarters. The position peaked at $746K in Q4 2021. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • SteelPeak Wealth reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 18,338 ABB Ltd shares in Q2 2023, an estimated $646K.
  • SteelPeak Wealth first reported a position in ABB Ltd in Q2 2021 and held it in 5 quarters.
  • SteelPeak Wealth's ABB Ltd position peaked at $746K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on SteelPeak Wealth's 13F filing for Q2 2023, filed 3 Aug 2023.