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Treasure Coast Financial Planning’s AbbVie ABBV Stock Holding History

Treasure Coast Financial Planning’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
2023
Q2 		– Sell
-1,500
Closed -$239K – 36
2023
Q1 		$239K Hold
1,500
– – 0.17% 37
2022
Q4 		$242K Hold
1,500
– – 0.18% 34
2022
Q3 		$201K Hold
1,500
– – 0.16% 31
2022
Q2 		$230K Hold
1,500
– – 0.18% 29
2022
Q1 		$243K Hold
1,500
– – 0.19% 30
2021
Q4 		$203K Buy
+1,500
New +$177K 0.16% 32

Other funds holding ABBV

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Treasure Coast Financial Planning's ABBV Position: Q2 2023 in Review

Treasure Coast Financial Planning sold out of AbbVie (ABBV) in Q2 2023, closing a stake of 1,500 shares — an estimated $239K sold.

Treasure Coast Financial Planning first reported a position in ABBV in Q4 2021 and held it in 6 quarters. The position peaked at $243K in Q1 2022. 3,076 funds tracked by Wall St. Rank hold ABBV as of Q2 2023.

  • Treasure Coast Financial Planning reported no remaining AbbVie position as of Q2 2023 after selling out during the quarter.
  • Treasure Coast Financial Planning sold 1,500 AbbVie shares in Q2 2023, an estimated $239K.
  • Treasure Coast Financial Planning first reported a position in AbbVie in Q4 2021 and held it in 6 quarters.
  • Treasure Coast Financial Planning's AbbVie position peaked at $243K in Q1 2022.
  • 3,076 funds tracked by Wall St. Rank held AbbVie as of Q2 2023.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2023, filed 21 Jul 2023.