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Swaine & Leidel Wealth Services’s AbbVie ABBV Stock Holding History

Swaine & Leidel Wealth Services’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
2022
Q1 		$4.25M Buy
+4,255
New +$618K 3.27% 5
2021
Q3 		$4.24M Buy
+39,348
New +$4.5M 3.75% 9
2021
Q1 		$4.25M Buy
39,319
+2,586
+7% +$277K 2.74% 6
2020
Q4 		$3.94M Buy
+36,733
New +$3.53M 2.85% 4

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swaine & Leidel Wealth Services's ABBV Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in AbbVie (ABBV) in Q1 2022: 4,255 shares worth $4.25M. The stake represents 3.27% of the portfolio and ranks #5 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in ABBV as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in ABBV in Q4 2020 and has held it in 4 quarters since. 3,051 funds tracked by Wall St. Rank hold ABBV as of Q1 2022.

  • Swaine & Leidel Wealth Services held 4,255 shares of AbbVie worth $4.25M as of Q1 2022.
  • AbbVie was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • AbbVie made up 3.27% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #5 holding.
  • Swaine & Leidel Wealth Services first reported a position in AbbVie in Q4 2020 and has held it in 4 quarters since.
  • 3,051 funds tracked by Wall St. Rank held AbbVie as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.