Summit Wealth Group’s Abbott ABT Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-102,880	Closed	-$1K	–	80
2023 Q1	$1K	Buy	+102,880	New	+$10.9M	0.02%	106

Other funds holding ABT

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Summit Wealth Group's ABT Position: Q2 2023 in Review

Summit Wealth Group sold out of Abbott (ABT) in Q2 2023, closing a stake of 102,880 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in ABT in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 2,737 funds tracked by Wall St. Rank hold ABT as of Q2 2023.

Summit Wealth Group reported no remaining Abbott position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 102,880 Abbott shares in Q2 2023, an estimated $1K.
Summit Wealth Group first reported a position in Abbott in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Abbott position peaked at $1K in Q1 2023.
2,737 funds tracked by Wall St. Rank held Abbott as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.