Torch Wealth Management’s Abbott ABT Stock Holding History

Torch Wealth Management’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
2019 Q4	$2.26M	Sell	26,076 -700	-3%	-$58.6K	1.25%	27
2019 Q3	$2.24M	Sell	26,776 -449	-2%	-$38.2K	1.33%	25
2019 Q2	$2.29M	Sell	27,225 -199	-0.7%	-$15.7K	1.37%	24
2019 Q1	$2.19M	Sell	27,424 -412	-1%	-$30.7K	1.35%	24
2018 Q4	$2.01M	Hold	27,836	–	–	1.44%	22
2018 Q3	$2.04M	Buy	27,836 +1	+0%	+$66	1.22%	28
2018 Q2	$1.7M	Sell	27,835 -450	-2%	-$27.3K	1.07%	34
2018 Q1	$1.7M	Sell	28,285 -1,249	-4%	-$75.3K	1.1%	32
2017 Q4	$1.69M	Hold	29,534	–	–	1.03%	34
2017 Q3	$1.58M	Sell	29,534 -199	-0.7%	-$9.98K	1.03%	36
2017 Q2	$1.45M	Hold	29,733	–	–	1%	36
2017 Q1	$1.32M	Buy	29,733 +1	+0%	+$43	0.88%	47
2016 Q4	$1.14M	Buy	29,732 +1	+0%	+$40	0.81%	49
2016 Q3	$1.26M	Hold	29,731	–	–	0.92%	46
2016 Q2	$1.17M	Buy	29,731 +24,826	+506%	+$988K	0.85%	49
2016 Q1	$205K	Buy	4,905 +1	+0%	+$40	0.15%	89
2015 Q4	$220K	Buy	+4,904	New	+$217K	0.16%	92
2015 Q3	–	Sell	-5,253	Closed	-$258K	–	99
2015 Q2	$258K	Buy	5,253 +201	+4%	+$9.65K	0.18%	90
2015 Q1	$234K	Hold	5,052	–	–	0.18%	83
2014 Q4	$227K	Buy	+5,052	New	+$220K	0.17%	84
2014 Q3	–	Sell	-5,551	Closed	-$227K	–	100
2014 Q2	$227K	Buy	5,551 +1	+0%	+$39	0.15%	90
2014 Q1	$214K	Hold	5,550	–	–	0.16%	88
2013 Q4	$213K	Buy	+5,550	New	+$205K	0.16%	89

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Torch Wealth Management's ABT Position: Q4 2019 in Review

Torch Wealth Management reduced its Abbott (ABT) stake by 2.6% in Q4 2019, selling an estimated $58.6K and leaving 26,076 shares worth $2.26M. The position accounts for 1.25% of the portfolio, ranked #27.

Torch Wealth Management first reported a position in ABT in Q4 2013 and has held it in 23 quarters since. The position peaked at $2.29M in Q2 2019. 2,194 funds tracked by Wall St. Rank hold ABT as of Q4 2019.

Torch Wealth Management held 26,076 shares of Abbott worth $2.26M as of Q4 2019.
Torch Wealth Management sold 700 Abbott shares in Q4 2019, an estimated $58.6K.
Abbott made up 1.25% of Torch Wealth Management's portfolio in Q4 2019, its #27 holding.
Torch Wealth Management first reported a position in Abbott in Q4 2013 and has held it in 23 quarters since.
Torch Wealth Management's Abbott position peaked at $2.29M in Q2 2019.
2,194 funds tracked by Wall St. Rank held Abbott as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.