Triad Financial Advisors’s AbbVie ABBV Stock Holding History

Triad Financial Advisors’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 Q3	$318K	Buy	2,134 +213	+11%	+$31.3K	0.11%	70
2023 Q2	$259K	Sell	1,921 -7	-0.4%	-$1.03K	0.11%	80
2023 Q1	$307K	Sell	1,928 -644	-25%	-$98.5K	0.13%	72
2022 Q4	$416K	Buy	2,572 +32	+1%	+$4.91K	0.19%	61
2022 Q3	$341K	Buy	2,540 +20	+0.8%	+$2.87K	0.19%	64
2022 Q2	$386K	Buy	2,520 +209	+9%	+$31.9K	0.21%	57
2022 Q1	$375K	Buy	2,311 +178	+8%	+$25.9K	0.2%	67
2021 Q4	$289K	Buy	+2,133	New	+$252K	0.17%	91

Other funds holding ABBV

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Triad Financial Advisors's ABBV Position: Q3 2023 in Review

Triad Financial Advisors increased its AbbVie (ABBV) stake by 11% in Q3 2023, buying an estimated $31.3K and bringing the position to 2,134 shares worth $318K. The position accounts for 0.11% of the portfolio, ranked #70.

Triad Financial Advisors first reported a position in ABBV in Q4 2021 and has held it in 8 quarters since. The position peaked at $416K in Q4 2022. 3,108 funds tracked by Wall St. Rank hold ABBV as of Q3 2023.

Triad Financial Advisors held 2,134 shares of AbbVie worth $318K as of Q3 2023.
Triad Financial Advisors bought 213 AbbVie shares in Q3 2023, an estimated $31.3K.
AbbVie made up 0.11% of Triad Financial Advisors's portfolio in Q3 2023, its #70 holding.
Triad Financial Advisors first reported a position in AbbVie in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's AbbVie position peaked at $416K in Q4 2022.
3,108 funds tracked by Wall St. Rank held AbbVie as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.