SWS
ABB

SYSTM Wealth Solutions’s ABB Ltd ABB Stock Holding History

SYSTM Wealth Solutions’s Portfolio ABB Stock Details ABB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,267
Closed -$246K – 496
2023
Q2 		$246K Sell
6,267
-366
-6% -$13K 0.03% 418
2023
Q1 		$228K Buy
6,633
+26
+0.4% +$871 0.04% 425
2022
Q4 		$201K Buy
+6,607
New +$192K 0.03% 503

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

SYSTM Wealth Solutions's ABB Position: Q3 2023 in Review

SYSTM Wealth Solutions sold out of ABB Ltd (ABB) in Q3 2023, closing a stake of 6,267 shares — an estimated $246K sold.

SYSTM Wealth Solutions first reported a position in ABB in Q4 2022 and held it in 3 quarters. The position peaked at $246K in Q2 2023. 58 funds tracked by Wall St. Rank hold ABB as of Q3 2023.

  • SYSTM Wealth Solutions reported no remaining ABB Ltd position as of Q3 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 6,267 ABB Ltd shares in Q3 2023, an estimated $246K.
  • SYSTM Wealth Solutions first reported a position in ABB Ltd in Q4 2022 and held it in 3 quarters.
  • SYSTM Wealth Solutions's ABB Ltd position peaked at $246K in Q2 2023.
  • 58 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.