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Strategic Wealth Management Group’s AbbVie ABBV Stock Holding History

Strategic Wealth Management Group’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
2021
Q2 		$287K Sell
2,544
-42
-2% -$4.73K 0.1% 101
2021
Q1 		$280K Buy
2,586
+187
+8% +$20K 0.11% 110
2020
Q4 		$257K Buy
2,399
+111
+5% +$10.7K 0.11% 104
2020
Q3 		$200K Buy
2,288
+2
+0.1% +$188 0.1% 113
2020
Q2 		$224K Buy
+2,286
New +$201K 0.13% 85

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Strategic Wealth Management Group's ABBV Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its AbbVie (ABBV) stake by 1.6% in Q2 2021, selling an estimated $4.73K and leaving 2,544 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #101.

Strategic Wealth Management Group first reported a position in ABBV in Q2 2020 and has held it in 5 quarters since. 2,676 funds tracked by Wall St. Rank hold ABBV as of Q2 2021.

  • Strategic Wealth Management Group held 2,544 shares of AbbVie worth $287K as of Q2 2021.
  • Strategic Wealth Management Group sold 42 AbbVie shares in Q2 2021, an estimated $4.73K.
  • AbbVie made up 0.1% of Strategic Wealth Management Group's portfolio in Q2 2021, its #101 holding.
  • Strategic Wealth Management Group first reported a position in AbbVie in Q2 2020 and has held it in 5 quarters since.
  • 2,676 funds tracked by Wall St. Rank held AbbVie as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.