TWM
ABM icon

Tradition Wealth Management’s ABM Industries ABM Stock Holding History

Tradition Wealth Management’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-163
Closed -$7K – 397
2023
Q4 		$7K Buy
163
+1
+0.6% +$42 ﹤0.01% 1054
2023
Q3 		$6K Hold
162
– – ﹤0.01% 1117
2023
Q2 		$7K Buy
162
+1
+0.6% +$43 ﹤0.01% 1114
2023
Q1 		$7K Buy
161
+1
+0.6% +$46 ﹤0.01% 1064
2022
Q4 		$7K Hold
160
– – ﹤0.01% 962
2022
Q3 		$6K Hold
160
– – ﹤0.01% 1019
2022
Q2 		$7K Hold
160
– – ﹤0.01% 888
2022
Q1 		$7K Hold
160
– – ﹤0.01% 959
2021
Q4 		$7K Hold
160
– – ﹤0.01% 981
2021
Q3 		$7K Buy
+160
New +$7.41K ﹤0.01% 966

Other funds holding ABM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Tradition Wealth Management's ABM Position: Q1 2024 in Review

Tradition Wealth Management sold out of ABM Industries (ABM) in Q1 2024, closing a stake of 163 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in ABM in Q3 2021 and held it in 10 quarters. The position peaked at $7K in Q4 2023. 303 funds tracked by Wall St. Rank hold ABM as of Q1 2024.

  • Tradition Wealth Management reported no remaining ABM Industries position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 163 ABM Industries shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in ABM Industries in Q3 2021 and held it in 10 quarters.
  • Tradition Wealth Management's ABM Industries position peaked at $7K in Q4 2023.
  • 303 funds tracked by Wall St. Rank held ABM Industries as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.