TFO Wealth Partners’s AbbVie ABBV Stock Holding History

TFO Wealth 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 Q2	–	Sell	-2	Closed	-$364	–	55
2024 Q1	$364	Sell	2 -10	-83%	-$1.72K	﹤0.01%	349
2023 Q4	$1.86K	Buy	12 +1	+9%	+$146	﹤0.01%	136
2023 Q3	$1.48K	Buy	11 +9	+450%	+$1.32K	﹤0.01%	227
2023 Q2	$269	Hold	2	–	–	﹤0.01%	431
2023 Q1	$319	Sell	2 -88	-98%	-$13.5K	﹤0.01%	360
2022 Q4	$9.88K	Buy	+90	New	+$13.8K	﹤0.01%	116
2022 Q3	–	Sell	-59	Closed	-$9K	–	136
2022 Q2	$9K	Buy	+59	New	+$9.02K	﹤0.01%	132
2022 Q1	–	Sell	-45	Closed	-$6K	–	115
2021 Q4	$6K	Buy	+45	New	+$5.32K	﹤0.01%	101
2021 Q3	–	Sell	-100	Closed	-$11K	–	140
2021 Q2	$11K	Sell	100 -100	-50%	-$11.3K	﹤0.01%	63
2021 Q1	$22K	Buy	+200	New	+$21.4K	0.01%	96
2020 Q3	–	Sell	-51	Closed	-$5K	–	151
2020 Q2	$5K	Buy	+51	New	+$4.49K	﹤0.01%	113
2020 Q1	–	Sell	-200	Closed	-$17K	–	123
2019 Q4	$17K	Buy	+200	New	+$16.6K	0.02%	107

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TFO Wealth Partners's ABBV Position: Q2 2024 in Review

TFO Wealth Partners sold out of AbbVie (ABBV) in Q2 2024, closing a stake of 2 shares — an estimated $364 sold.

TFO Wealth Partners first reported a position in ABBV in Q4 2019 and held it in 12 quarters. The position peaked at $22K in Q1 2021. 3,364 funds tracked by Wall St. Rank hold ABBV as of Q2 2024.

TFO Wealth Partners reported no remaining AbbVie position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 2 AbbVie shares in Q2 2024, an estimated $364.
TFO Wealth Partners first reported a position in AbbVie in Q4 2019 and held it in 12 quarters.
TFO Wealth Partners's AbbVie position peaked at $22K in Q1 2021.
3,364 funds tracked by Wall St. Rank held AbbVie as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.