Valeo Financial Advisors’s ABB Ltd ABB Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-674	Closed	-$21K	–	1999
2021 Q1	$21K	Buy	+674	New	+$20.2K	﹤0.01%	1154
2020 Q3	–	Sell	-568	Closed	-$13K	–	2235
2020 Q2	$13K	Buy	568 +163	+40%	+$3.13K	﹤0.01%	1211
2020 Q1	$7K	Hold	405	–	–	﹤0.01%	1234
2019 Q4	$10K	Buy	405 +260	+179%	+$5.57K	﹤0.01%	1125
2019 Q3	$3K	Hold	145	–	–	﹤0.01%	1346
2019 Q2	$3K	Hold	145	–	–	﹤0.01%	1363
2019 Q1	$3K	Hold	145	–	–	﹤0.01%	1316
2018 Q4	$3K	Sell	145 -207	-59%	-$4.19K	﹤0.01%	1236
2018 Q3	$7K	Buy	352 +207	+143%	+$4.75K	﹤0.01%	1102
2018 Q2	$3K	Hold	145	–	–	﹤0.01%	1294
2018 Q1	$3K	Sell	145 -154	-52%	-$3.96K	﹤0.01%	1283
2017 Q4	$8K	Buy	299 +154	+106%	+$3.96K	﹤0.01%	889
2017 Q3	$4K	Buy	+145	New	+$3.47K	﹤0.01%	932

Other funds holding ABB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valeo Financial Advisors's ABB Position: Q2 2021 in Review

Valeo Financial Advisors sold out of ABB Ltd (ABB) in Q2 2021, closing a stake of 674 shares — an estimated $21K sold.

Valeo Financial Advisors first reported a position in ABB in Q3 2017 and held it in 13 quarters. The position peaked at $21K in Q1 2021. 419 funds tracked by Wall St. Rank hold ABB as of Q2 2021.

Valeo Financial Advisors reported no remaining ABB Ltd position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 674 ABB Ltd shares in Q2 2021, an estimated $21K.
Valeo Financial Advisors first reported a position in ABB Ltd in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's ABB Ltd position peaked at $21K in Q1 2021.
419 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.