UBP Investment Advisors’s AbbVie ABBV Stock Holding History

UBP Investment 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
2022 Q2	–	Sell	-2,500	Closed	-$410K	–	105
2022 Q1	$410K	Hold	2,500	–	–	0.15%	80
2021 Q4	$340K	Hold	2,500	–	–	0.12%	85
2021 Q3	$270K	Hold	2,500	–	–	0.1%	92
2021 Q2	$280K	Hold	2,500	–	–	0.1%	95
2021 Q1	$270K	Sell	2,500 -2,096	-46%	-$224K	0.11%	96
2020 Q4	$492K	Buy	4,596 +87	+2%	+$8.36K	0.25%	47
2020 Q3	$395K	Buy	4,509 +30	+0.7%	+$2.82K	0.3%	40
2020 Q2	$440K	Buy	4,479 +1,000	+29%	+$88K	0.35%	38
2020 Q1	$265K	Buy	+3,479	New	+$296K	0.24%	45
2019 Q4	–	Sell	-2,685	Closed	-$203K	–	53
2019 Q3	$203K	Buy	+2,685	New	+$184K	0.16%	52

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

UBP Investment Advisors's ABBV Position: Q2 2022 in Review

UBP Investment Advisors sold out of AbbVie (ABBV) in Q2 2022, closing a stake of 2,500 shares — an estimated $410K sold.

UBP Investment Advisors first reported a position in ABBV in Q3 2019 and held it in 10 quarters. The position peaked at $492K in Q4 2020. 3,004 funds tracked by Wall St. Rank hold ABBV as of Q2 2022.

UBP Investment Advisors reported no remaining AbbVie position as of Q2 2022 after selling out during the quarter.
UBP Investment Advisors sold 2,500 AbbVie shares in Q2 2022, an estimated $410K.
UBP Investment Advisors first reported a position in AbbVie in Q3 2019 and held it in 10 quarters.
UBP Investment Advisors's AbbVie position peaked at $492K in Q4 2020.
3,004 funds tracked by Wall St. Rank held AbbVie as of Q2 2022.

Based on UBP Investment Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.