VFA
ABB

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 – 2008
2021
Q1 		$21K Buy
+674
New +$20.2K ﹤0.01% 1154
2020
Q3 		– Sell
-568
Closed -$13K – 2260
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return