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Treybourne Wealth Planners’s Abbott ABT Stock Holding History

Treybourne Wealth Planners’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
2021
Q2 		$322K Hold
2,777
– – 0.2% 37
2021
Q1 		$333K Hold
2,777
– – 0.23% 33
2020
Q4 		$304K Buy
+2,777
New +$302K 0.22% 32

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Treybourne Wealth Planners's ABT Position: Q2 2021 in Review

Treybourne Wealth Planners held its Abbott (ABT) position steady in Q2 2021 at 2,777 shares worth $322K. The position accounts for 0.2% of the portfolio, ranked #37.

Treybourne Wealth Planners first reported a position in ABT in Q4 2020 and has held it in 3 quarters since. The position peaked at $333K in Q1 2021. 2,503 funds tracked by Wall St. Rank hold ABT as of Q2 2021.

  • Treybourne Wealth Planners held 2,777 shares of Abbott worth $322K as of Q2 2021.
  • Treybourne Wealth Planners left its Abbott share count unchanged in Q2 2021.
  • Abbott made up 0.2% of Treybourne Wealth Planners's portfolio in Q2 2021, its #37 holding.
  • Treybourne Wealth Planners first reported a position in Abbott in Q4 2020 and has held it in 3 quarters since.
  • Treybourne Wealth Planners's Abbott position peaked at $333K in Q1 2021.
  • 2,503 funds tracked by Wall St. Rank held Abbott as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.