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Tower View Wealth Management’s Abbott ABT Stock Holding History

Tower View 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
2023
Q2 		– Sell
-1,445
Closed -$146K – 181
2023
Q1 		$146K Sell
1,445
-47
-3% -$4.96K 0.1% 61
2022
Q4 		$164K Buy
1,492
+6
+0.4% +$621 0.11% 61
2022
Q3 		$144K Buy
1,486
+113
+8% +$12K 0.11% 64
2022
Q2 		$149K Buy
1,373
+2
+0.1% +$227 0.11% 64
2022
Q1 		$162K Sell
1,371
-98
-7% -$12.1K 0.09% 80
2021
Q4 		$207K Buy
1,469
+1
+0.1% +$128 0.11% 76
2021
Q3 		$173K Buy
1,468
+1,052
+253% +$129K 0.1% 76
2021
Q2 		$48K Buy
416
+1
+0.2% +$117 0.02% 99
2021
Q1 		$50K Sell
415
-198
-32% -$23.5K 0.03% 101
2020
Q4 		$67K Buy
613
+117
+24% +$12.7K 0.04% 95
2020
Q3 		$54K Buy
496
+2
+0.4% +$203 0.04% 89
2020
Q2 		$45K Sell
494
-87
-15% -$7.86K 0.03% 84
2020
Q1 		$46K Sell
581
-33
-5% -$2.75K 0.04% 75
2019
Q4 		$53K Buy
614
+3
+0.5% +$251 0.04% 81
2019
Q3 		$51K Sell
611
-398
-39% -$33.8K 0.04% 81
2019
Q2 		$85K Buy
1,009
+4
+0.4% +$315 0.07% 67
2019
Q1 		$80K Buy
1,005
+5
+0.5% +$372 0.07% 67
2018
Q4 		$72K Buy
1,000
+3
+0.3% +$211 0.07% 68
2018
Q3 		$73K Buy
997
+5
+0.5% +$328 0.06% 82
2018
Q2 		$61K Sell
992
-221
-18% -$13.4K 0.06% 82
2018
Q1 		$73K Buy
1,213
+6
+0.5% +$362 0.07% 77
2017
Q4 		$69K Buy
+1,207
New +$66.9K 0.06% 82

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tower View Wealth Management's ABT Position: Q2 2023 in Review

Tower View Wealth Management sold out of Abbott (ABT) in Q2 2023, closing a stake of 1,445 shares — an estimated $146K sold.

Tower View Wealth Management first reported a position in ABT in Q4 2017 and held it in 22 quarters. The position peaked at $207K in Q4 2021. 2,737 funds tracked by Wall St. Rank hold ABT as of Q2 2023.

  • Tower View Wealth Management reported no remaining Abbott position as of Q2 2023 after selling out during the quarter.
  • Tower View Wealth Management sold 1,445 Abbott shares in Q2 2023, an estimated $146K.
  • Tower View Wealth Management first reported a position in Abbott in Q4 2017 and held it in 22 quarters.
  • Tower View Wealth Management's Abbott position peaked at $207K in Q4 2021.
  • 2,737 funds tracked by Wall St. Rank held Abbott as of Q2 2023.

Based on Tower View Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.