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Triad Financial Advisors’s Abbott ABT Stock Holding History

Triad Financial Advisors’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
Q1 		– Sell
-2,071
Closed -$227K – 99
2022
Q4 		$227K Sell
2,071
-111
-5% -$11.5K 0.1% 99
2022
Q3 		$211K Buy
2,182
+20
+0.9% +$2.13K 0.11% 97
2022
Q2 		$235K Buy
2,162
+28
+1% +$3.18K 0.13% 90
2022
Q1 		$253K Buy
2,134
+70
+3% +$8.68K 0.14% 96
2021
Q4 		$290K Buy
+2,064
New +$264K 0.17% 88

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Triad Financial Advisors's ABT Position: Q1 2023 in Review

Triad Financial Advisors sold out of Abbott (ABT) in Q1 2023, closing a stake of 2,071 shares — an estimated $227K sold.

Triad Financial Advisors first reported a position in ABT in Q4 2021 and held it in 5 quarters. The position peaked at $290K in Q4 2021. 2,704 funds tracked by Wall St. Rank hold ABT as of Q1 2023.

  • Triad Financial Advisors reported no remaining Abbott position as of Q1 2023 after selling out during the quarter.
  • Triad Financial Advisors sold 2,071 Abbott shares in Q1 2023, an estimated $227K.
  • Triad Financial Advisors first reported a position in Abbott in Q4 2021 and held it in 5 quarters.
  • Triad Financial Advisors's Abbott position peaked at $290K in Q4 2021.
  • 2,704 funds tracked by Wall St. Rank held Abbott as of Q1 2023.

Based on Triad Financial Advisors's 13F filing for Q1 2023, filed 5 May 2023.