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SVA Wealth Management’s AbbVie ABBV Stock Holding History

SVA Wealth Management’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
2020
Q4 		$1.15M Buy
10,761
+262
+2% +$25.2K 0.1% 125
2020
Q3 		$920K Sell
10,499
-53
-0.5% -$4.99K 0.09% 124
2020
Q2 		$1.04M Buy
10,552
+360
+4% +$31.7K 0.11% 115
2020
Q1 		$777K Buy
10,192
+132
+1% +$11.2K 0.09% 121
2019
Q4 		$891K Sell
10,060
-1,275
-11% -$106K 0.08% 126
2019
Q3 		$858K Buy
11,335
+959
+9% +$65.7K 0.08% 125
2019
Q2 		$755K Sell
10,376
-216
-2% -$17K 0.07% 130
2019
Q1 		$854K Sell
10,592
-210
-2% -$17.2K 0.08% 130
2018
Q4 		$996K Buy
10,802
+4,016
+59% +$353K 0.11% 119
2018
Q3 		$642K Buy
6,786
+40
+0.6% +$3.79K 0.07% 141
2018
Q2 		$625K Sell
6,746
-245
-4% -$23.9K 0.07% 138
2018
Q1 		$621K Hold
6,991
– – 0.08% 133
2017
Q4 		$676K Hold
6,991
– – 0.08% 134
2017
Q3 		$621K Buy
6,991
+519
+8% +$39.5K 0.08% 133
2017
Q2 		$469K Buy
6,472
+544
+9% +$36.6K 0.06% 141
2017
Q1 		$386K Sell
5,928
-713
-11% -$44.8K 0.05% 148
2016
Q4 		$416K Hold
6,641
– – 0.06% 147
2016
Q3 		$419K Buy
6,641
+61
+0.9% +$3.95K 0.07% 148
2016
Q2 		$407K Sell
6,580
-1,461
-18% -$89K 0.07% 150
2016
Q1 		$459K Sell
8,041
-41,462
-84% -$2.31M 0.08% 147
2015
Q4 		$2.93M Buy
49,503
+508
+1% +$29.3K 0.51% 64
2015
Q3 		$2.67M Sell
48,995
-945
-2% -$61.5K 0.5% 67
2015
Q2 		$3.35M Sell
49,940
-165
-0.3% -$10.8K 0.62% 57
2015
Q1 		$2.93M Buy
50,105
+32,783
+189% +$1.98M 0.54% 66
2014
Q4 		$1.13M Sell
17,322
-2,478
-13% -$156K 0.41% 57
2014
Q3 		$1.14M Buy
19,800
+36
+0.2% +$2K 0.49% 51
2014
Q2 		$1.11M Buy
19,764
+911
+5% +$47.8K 0.48% 50
2014
Q1 		$969K Buy
18,853
+2,901
+18% +$147K 0.46% 55
2013
Q4 		$842K Buy
+15,952
New +$784K 0.5% 54

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVA Wealth Management's ABBV Position: Q4 2020 in Review

SVA Wealth Management increased its AbbVie (ABBV) stake by 2.5% in Q4 2020, buying an estimated $25.2K and bringing the position to 10,761 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #125.

SVA Wealth Management first reported a position in ABBV in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.35M in Q2 2015. 2,597 funds tracked by Wall St. Rank hold ABBV as of Q4 2020.

  • SVA Wealth Management held 10,761 shares of AbbVie worth $1.15M as of Q4 2020.
  • SVA Wealth Management bought 262 AbbVie shares in Q4 2020, an estimated $25.2K.
  • AbbVie made up 0.1% of SVA Wealth Management's portfolio in Q4 2020, its #125 holding.
  • SVA Wealth Management first reported a position in AbbVie in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's AbbVie position peaked at $3.35M in Q2 2015.
  • 2,597 funds tracked by Wall St. Rank held AbbVie as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.