TWD
ABB

True Wealth Design’s ABB Ltd ABB Stock Holding History

True Wealth Design’s Portfolio ABB Stock Details ABB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-37
Closed -$1.27K – 890
2023
Q1 		$1.27K Buy
37
+5
+16% +$168 ﹤0.01% 377
2022
Q4 		$975 Buy
+32
New +$932 ﹤0.01% 345

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

True Wealth Design's ABB Position: Q2 2023 in Review

True Wealth Design sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 37 shares — an estimated $1.27K sold.

True Wealth Design first reported a position in ABB in Q4 2022 and held it in 2 quarters. The position peaked at $1.27K in Q1 2023. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • True Wealth Design reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • True Wealth Design sold 37 ABB Ltd shares in Q2 2023, an estimated $1.27K.
  • True Wealth Design first reported a position in ABB Ltd in Q4 2022 and held it in 2 quarters.
  • True Wealth Design's ABB Ltd position peaked at $1.27K in Q1 2023.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on True Wealth Design's 13F filing for Q2 2023, filed 14 Aug 2023.