Summit Wealth Group’s AbbVie ABBV Stock Holding History

Summit Wealth 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 Q3	–	Sell	-57	Closed	-$6K	–	45
2021 Q2	$6K	Hold	57	–	–	0.01%	119
2021 Q1	$6K	Buy	+57	New	+$6.1K	0.01%	114

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Wealth Group's ABBV Position: Q3 2021 in Review

Summit Wealth Group sold out of AbbVie (ABBV) in Q3 2021, closing a stake of 57 shares — an estimated $6K sold.

Summit Wealth Group first reported a position in ABBV in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 2,655 funds tracked by Wall St. Rank hold ABBV as of Q3 2021.

Summit Wealth Group reported no remaining AbbVie position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 57 AbbVie shares in Q3 2021, an estimated $6K.
Summit Wealth Group first reported a position in AbbVie in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's AbbVie position peaked at $6K in Q2 2021.
2,655 funds tracked by Wall St. Rank held AbbVie as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.