SYSTM Wealth Solutions’s AbbVie ABBV Stock Holding History

SYSTM Wealth Solutions’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	$135K	Sell	685 -45,114	-99%	-$8.42M	4.11%	10
2024 Q2	$7.86M	Sell	45,799 -19,239	-30%	-$3.19M	1.75%	5
2024 Q1	$11.8M	Buy	65,038 +6,814	+12%	+$1.17M	1.5%	4
2023 Q4	$9.02M	Buy	58,224 +353	+0.6%	+$51.5K	1.25%	10
2023 Q3	$8.63M	Buy	57,871 +2,599	+5%	+$382K	1.33%	9
2023 Q2	$7.45M	Buy	55,272 +1,793	+3%	+$263K	1.01%	13
2023 Q1	$8.52M	Sell	53,479 -4,856	-8%	-$742K	1.31%	11
2022 Q4	$9.43M	Buy	+58,335	New	+$8.94M	1.17%	10

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SYSTM Wealth Solutions's ABBV Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its AbbVie (ABBV) stake by 99% in Q3 2024, selling an estimated $8.42M and leaving 685 shares worth $135K. The position accounts for 4.11% of the portfolio, ranked #10.

SYSTM Wealth Solutions first reported a position in ABBV in Q4 2022 and has held it in 8 quarters since. The position peaked at $11.8M in Q1 2024. 3,498 funds tracked by Wall St. Rank hold ABBV as of Q3 2024.

SYSTM Wealth Solutions held 685 shares of AbbVie worth $135K as of Q3 2024.
SYSTM Wealth Solutions sold 45,114 AbbVie shares in Q3 2024, an estimated $8.42M.
AbbVie made up 4.11% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #10 holding.
SYSTM Wealth Solutions first reported a position in AbbVie in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's AbbVie position peaked at $11.8M in Q1 2024.
3,498 funds tracked by Wall St. Rank held AbbVie as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.