TFO Wealth Partners’s Abbott ABT Stock Holding History

TFO Wealth Partners’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-90	Closed	-$10.2K	–	58
2024 Q1	$10.2K	Sell	90 -4	-4%	-$459	﹤0.01%	92
2023 Q4	$10.3K	Sell	94 -306	-77%	-$30.6K	﹤0.01%	95
2023 Q3	$43.6K	Buy	400 +4	+1%	+$420	0.01%	95
2023 Q2	$43.2K	Buy	396 +306	+340%	+$32.6K	0.01%	84
2023 Q1	$9.11K	Buy	90 +83	+1,186%	+$8.76K	﹤0.01%	114
2022 Q4	$84	Buy	+7	New	+$725	﹤0.01%	803
2022 Q3	–	Sell	-42	Closed	-$5K	–	139
2022 Q2	$5K	Buy	+42	New	+$4.77K	﹤0.01%	205
2022 Q1	–	Sell	-44	Closed	-$6K	–	116
2021 Q4	$6K	Buy	+44	New	+$5.63K	﹤0.01%	102

Other funds holding ABT

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

TFO Wealth Partners sold out of Abbott (ABT) in Q2 2024, closing a stake of 90 shares — an estimated $10.2K sold.

TFO Wealth Partners first reported a position in ABT in Q4 2021 and held it in 8 quarters. The position peaked at $43.6K in Q3 2023. 2,861 funds tracked by Wall St. Rank hold ABT as of Q2 2024.

TFO Wealth Partners reported no remaining Abbott position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 90 Abbott shares in Q2 2024, an estimated $10.2K.
TFO Wealth Partners first reported a position in Abbott in Q4 2021 and held it in 8 quarters.
TFO Wealth Partners's Abbott position peaked at $43.6K in Q3 2023.
2,861 funds tracked by Wall St. Rank held Abbott as of Q2 2024.

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