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Strategic Wealth Management Group’s Abbott ABT Stock Holding History

Strategic Wealth Management Group’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$295K Sell
2,544
-818
-24% -$95.4K 0.11% 99
2021
Q1 		$403K Buy
3,362
+32
+1% +$3.79K 0.15% 82
2020
Q4 		$365K Buy
3,330
+218
+7% +$23.7K 0.16% 75
2020
Q3 		$339K Buy
3,112
+19
+0.6% +$1.93K 0.16% 74
2020
Q2 		$283K Buy
3,093
+386
+14% +$34.9K 0.17% 73
2020
Q1 		$214K Sell
2,707
-41
-1% -$3.42K 0.16% 72
2019
Q4 		$239K Buy
2,748
+40
+1% +$3.35K 0.15% 78
2019
Q3 		$227K Hold
2,708
– – 0.16% 75
2019
Q2 		$228K Buy
2,708
+109
+4% +$8.58K 0.17% 71
2019
Q1 		$208K Buy
+2,599
New +$193K 0.17% 76

Other funds holding ABT

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Strategic Wealth Management Group reduced its Abbott (ABT) stake by 24% in Q2 2021, selling an estimated $95.4K and leaving 2,544 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #99.

Strategic Wealth Management Group first reported a position in ABT in Q1 2019 and has held it in 10 quarters since. The position peaked at $403K in Q1 2021. 2,503 funds tracked by Wall St. Rank hold ABT as of Q2 2021.

  • Strategic Wealth Management Group held 2,544 shares of Abbott worth $295K as of Q2 2021.
  • Strategic Wealth Management Group sold 818 Abbott shares in Q2 2021, an estimated $95.4K.
  • Abbott made up 0.11% of Strategic Wealth Management Group's portfolio in Q2 2021, its #99 holding.
  • Strategic Wealth Management Group first reported a position in Abbott in Q1 2019 and has held it in 10 quarters since.
  • Strategic Wealth Management Group's Abbott position peaked at $403K in Q1 2021.
  • 2,503 funds tracked by Wall St. Rank held Abbott as of Q2 2021.

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