Tru Independence Asset Management 2’s AbbVie ABBV Stock Holding History

Tru Independence Asset Management 2’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 Q1	$470K	Buy	+2,946	New	+$450K	0.47%	41
2022 Q2	–	Sell	-1,971	Closed	-$320K	–	68
2022 Q1	$320K	Sell	1,971 -7	-0.4%	-$1.02K	0.18%	65
2021 Q4	$268K	Buy	+1,978	New	+$234K	0.14%	108
2021 Q1	–	Sell	-778	Closed	-$83K	–	105
2020 Q4	$83K	Buy	+778	New	+$74.8K	0.07%	130

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Tru Independence Asset Management 2's ABBV Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in AbbVie (ABBV) in Q1 2023: 2,946 shares worth $470K. The stake represents 0.47% of the portfolio and ranks #41 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in ABBV as recently as Q1 2022.

Tru Independence Asset Management 2 first reported a position in ABBV in Q4 2020 and has held it in 4 quarters since. 3,139 funds tracked by Wall St. Rank hold ABBV as of Q1 2023.

Tru Independence Asset Management 2 held 2,946 shares of AbbVie worth $470K as of Q1 2023.
AbbVie was a new Tru Independence Asset Management 2 position in Q1 2023.
AbbVie made up 0.47% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #41 holding.
Tru Independence Asset Management 2 first reported a position in AbbVie in Q4 2020 and has held it in 4 quarters since.
3,139 funds tracked by Wall St. Rank held AbbVie as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.