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Sutton Wealth Advisors’s AbbVie ABBV Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$5.69M Buy
38,197
+390
+1% +$57.3K 2.8% 6
2023
Q2 		$5.09M Sell
37,807
-201
-0.5% -$29.5K 2.47% 7
2023
Q1 		$6.06M Sell
38,008
-4,658
-11% -$712K 3.24% 6
2022
Q4 		$6.9M Buy
42,666
+103
+0.2% +$15.8K 2.63% 6
2022
Q3 		$5.71M Buy
42,563
+879
+2% +$126K 2.33% 8
2022
Q2 		$6.38M Buy
41,684
+848
+2% +$130K 2.54% 4
2022
Q1 		$6.62M Sell
40,836
-572
-1% -$83.1K 2.28% 8
2021
Q4 		$5.61M Sell
41,408
-30
-0.1% -$3.54K 1.87% 10
2021
Q3 		$4.47M Buy
41,438
+517
+1% +$59.1K 1.65% 12
2021
Q2 		$4.61M Sell
40,921
-84
-0.2% -$9.46K 1.68% 11
2021
Q1 		$4.44M Sell
41,005
-830
-2% -$88.8K 1.75% 12
2020
Q4 		$4.48M Buy
41,835
+155
+0.4% +$14.9K 1.9% 10
2020
Q3 		$3.65M Sell
41,680
-1,136
-3% -$107K 1.77% 12
2020
Q2 		$4.2M Buy
42,816
+1,803
+4% +$159K 2.2% 9
2020
Q1 		$3.12M Buy
41,013
+1,307
+3% +$111K 1.97% 11
2019
Q4 		$3.52M Buy
39,706
+43
+0.1% +$3.57K 1.8% 10
2019
Q3 		$3M Buy
39,663
+194
+0.5% +$13.3K 1.68% 12
2019
Q2 		$2.87M Buy
39,469
+50
+0.1% +$3.93K 1.65% 12
2019
Q1 		$3.18M Buy
39,419
+23
+0.1% +$1.88K 1.85% 11
2018
Q4 		$3.63M Buy
39,396
+34,330
+678% +$3.02M 2.34% 7
2018
Q3 		$479K Hold
5,066
– – 0.31% 57
2018
Q2 		$469K Buy
5,066
+81
+2% +$7.91K 0.33% 53
2018
Q1 		$472K Hold
4,985
– – 0.34% 51
2017
Q4 		$482K Hold
4,985
– – 0.35% 52
2017
Q3 		$443K Hold
4,985
– – 0.34% 55
2017
Q2 		$361K Buy
4,985
+13
+0.3% +$874 0.29% 62
2017
Q1 		$324K Hold
4,972
– – 0.27% 64
2016
Q4 		$311K Sell
4,972
-157
-3% -$9.58K 0.28% 63
2016
Q3 		$323K Hold
5,129
– – 0.3% 60
2016
Q2 		$318K Hold
5,129
– – 0.3% 62
2016
Q1 		$293K Buy
+5,129
New +$286K 0.28% 64

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's ABBV Position: Q3 2023 in Review

Sutton Wealth Advisors increased its AbbVie (ABBV) stake by 1% in Q3 2023, buying an estimated $57.3K and bringing the position to 38,197 shares worth $5.69M. The position accounts for 2.8% of the portfolio, ranked #6.

Sutton Wealth Advisors first reported a position in ABBV in Q1 2016 and has held it in 31 quarters since. The position peaked at $6.9M in Q4 2022. 3,108 funds tracked by Wall St. Rank hold ABBV as of Q3 2023.

  • Sutton Wealth Advisors held 38,197 shares of AbbVie worth $5.69M as of Q3 2023.
  • Sutton Wealth Advisors bought 390 AbbVie shares in Q3 2023, an estimated $57.3K.
  • AbbVie made up 2.8% of Sutton Wealth Advisors's portfolio in Q3 2023, its #6 holding.
  • Sutton Wealth Advisors first reported a position in AbbVie in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's AbbVie position peaked at $6.9M in Q4 2022.
  • 3,108 funds tracked by Wall St. Rank held AbbVie as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.