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Steward Partners Investment Solutions’s AbbVie ABBV Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		$3.57M Buy
19,603
+1,881
+11% +$324K 0.6% 40
2023
Q4 		$2.75M Buy
+17,722
New +$2.58M 1.15% 18

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Steward Partners Investment Solutions's ABBV Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its AbbVie (ABBV) stake by 11% in Q1 2024, buying an estimated $324K and bringing the position to 19,603 shares worth $3.57M. The position accounts for 0.6% of the portfolio, ranked #40.

Steward Partners Investment Solutions first reported a position in ABBV in Q4 2023 and has held it in 2 quarters since. 3,379 funds tracked by Wall St. Rank hold ABBV as of Q1 2024.

  • Steward Partners Investment Solutions held 19,603 shares of AbbVie worth $3.57M as of Q1 2024.
  • Steward Partners Investment Solutions bought 1,881 AbbVie shares in Q1 2024, an estimated $324K.
  • AbbVie made up 0.6% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #40 holding.
  • Steward Partners Investment Solutions first reported a position in AbbVie in Q4 2023 and has held it in 2 quarters since.
  • 3,379 funds tracked by Wall St. Rank held AbbVie as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.