Surevest’s AbbVie ABBV Stock Holding History

Surevest’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
2019 Q1	–	Sell	-400	Closed	-$2K	–	123
2018 Q4	$2K	Buy	+400	New	+$35.2K	﹤0.01%	138

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Surevest's ABBV Position: Q3 2022 in Review

Surevest reduced its AbbVie (ABBV) stake by 0.38% in Q3 2022, selling an estimated $16.5K and leaving 29,961 shares worth $4.02M. The position accounts for 1.09% of the portfolio, ranked #24.

Surevest first reported a position in ABBV in Q4 2018 and has held it in 16 quarters since. The position peaked at $5.89M in Q4 2021. 2,968 funds tracked by Wall St. Rank hold ABBV as of Q3 2022.

Surevest held 29,961 shares of AbbVie worth $4.02M as of Q3 2022.
Surevest sold 115 AbbVie shares in Q3 2022, an estimated $16.5K.
AbbVie made up 1.09% of Surevest's portfolio in Q3 2022, its #24 holding.
Surevest first reported a position in AbbVie in Q4 2018 and has held it in 16 quarters since.
Surevest's AbbVie position peaked at $5.89M in Q4 2021.
2,968 funds tracked by Wall St. Rank held AbbVie as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.