SPIA
ABB

Steward Partners Investment Advisory’s ABB Ltd ABB Stock Holding History

Steward Partners Investment Advisory’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
Q3 		– Sell
-4,386
Closed -$172K – 3486
2023
Q2 		$172K Buy
4,386
+414
+10% +$14.8K ﹤0.01% 1355
2023
Q1 		$136K Buy
3,972
+256
+7% +$8.58K ﹤0.01% 1453
2022
Q4 		$113K Sell
3,716
-529
-12% -$15.4K ﹤0.01% 1498
2022
Q3 		$109K Sell
4,245
-290
-6% -$8.15K ﹤0.01% 1460
2022
Q2 		$121K Sell
4,535
-127
-3% -$3.77K ﹤0.01% 1424
2022
Q1 		$151K Buy
4,662
+37
+0.8% +$1.29K ﹤0.01% 1411
2021
Q4 		$177K Sell
4,625
-1,007
-18% -$35.3K ﹤0.01% 1363
2021
Q3 		$188K Sell
5,632
-684
-11% -$24.8K ﹤0.01% 1299
2021
Q2 		$215K Sell
6,316
-2,967
-32% -$99.1K ﹤0.01% 1483
2021
Q1 		$283K Buy
9,283
+757
+9% +$22.7K 0.01% 1118
2020
Q4 		$238K Buy
8,526
+3,200
+60% +$85.3K 0.01% 998
2020
Q3 		$136K Buy
5,326
+511
+11% +$13K ﹤0.01% 1096
2020
Q2 		$109K Sell
4,815
-396
-8% -$7.61K ﹤0.01% 1116
2020
Q1 		$89K Buy
5,211
+822
+19% +$18K ﹤0.01% 1040
2019
Q4 		$105K Buy
4,389
+145
+3% +$3.11K ﹤0.01% 1123
2019
Q3 		$83K Hold
4,244
– – ﹤0.01% 1165
2019
Q2 		$85K Buy
+4,244
New +$82.7K ﹤0.01% 1122
2018
Q4 		– Sell
-2,208
Closed -$52K – 2328
2018
Q3 		$52K Buy
2,208
+670
+44% +$15.4K ﹤0.01% 1187
2018
Q2 		$33K Sell
1,538
-731
-32% -$17K ﹤0.01% 1271
2018
Q1 		$53K Buy
2,269
+1,400
+161% +$36K ﹤0.01% 986
2017
Q4 		$23K Buy
869
+600
+223% +$15.4K ﹤0.01% 1074
2017
Q3 		$6K Hold
269
– – ﹤0.01% 1265
2017
Q2 		$6K Hold
269
– – ﹤0.01% 1194
2017
Q1 		$6K Hold
269
– – ﹤0.01% 1094
2016
Q4 		$5K Buy
+269
New +$5.74K ﹤0.01% 672

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
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
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Steward Partners Investment Advisory's ABB Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of ABB Ltd (ABB) in Q3 2023, closing a stake of 4,386 shares — an estimated $172K sold.

Steward Partners Investment Advisory first reported a position in ABB in Q4 2016 and held it in 25 quarters. The position peaked at $283K in Q1 2021. 58 funds tracked by Wall St. Rank hold ABB as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining ABB Ltd position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4,386 ABB Ltd shares in Q3 2023, an estimated $172K.
  • Steward Partners Investment Advisory first reported a position in ABB Ltd in Q4 2016 and held it in 25 quarters.
  • Steward Partners Investment Advisory's ABB Ltd position peaked at $283K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.