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Sweet Financial Partners’s AbbVie ABBV Stock Holding History

Sweet Financial Partners’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
2024
Q3 		$3.51M Sell
17,781
-467
-3% -$87.2K 0.76% 23
2024
Q2 		$3.13M Buy
18,248
+757
+4% +$125K 0.72% 26
2024
Q1 		$3.19M Buy
17,491
+575
+3% +$99.1K 0.74% 24
2023
Q4 		$2.62M Buy
16,916
+1,964
+13% +$286K 0.62% 29
2023
Q3 		$2.23M Buy
14,952
+1,444
+11% +$212K 0.59% 30
2023
Q2 		$1.82M Buy
13,508
+3,439
+34% +$504K 0.47% 44
2023
Q1 		$1.6M Buy
10,069
+7,122
+242% +$1.09M 0.44% 39
2022
Q4 		$476K Sell
2,947
-12
-0.4% -$1.84K 0.14% 107
2022
Q3 		$397K Sell
2,959
-12
-0.4% -$1.72K 0.13% 106
2022
Q2 		$455K Sell
2,971
-19
-0.6% -$2.9K 0.14% 93
2022
Q1 		$485K Buy
2,990
+618
+26% +$89.8K 0.13% 98
2021
Q4 		$321K Buy
+2,372
New +$280K 0.13% 102

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sweet Financial Partners's ABBV Position: Q3 2024 in Review

Sweet Financial Partners reduced its AbbVie (ABBV) stake by 2.6% in Q3 2024, selling an estimated $87.2K and leaving 17,781 shares worth $3.51M. The position accounts for 0.76% of the portfolio, ranked #23.

Sweet Financial Partners first reported a position in ABBV in Q4 2021 and has held it in 12 quarters since. 3,504 funds tracked by Wall St. Rank hold ABBV as of Q3 2024.

  • Sweet Financial Partners held 17,781 shares of AbbVie worth $3.51M as of Q3 2024.
  • Sweet Financial Partners sold 467 AbbVie shares in Q3 2024, an estimated $87.2K.
  • AbbVie made up 0.76% of Sweet Financial Partners's portfolio in Q3 2024, its #23 holding.
  • Sweet Financial Partners first reported a position in AbbVie in Q4 2021 and has held it in 12 quarters since.
  • 3,504 funds tracked by Wall St. Rank held AbbVie as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.