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Waypoint Capital Advisors’s Abbott ABT Stock Holding History

Waypoint Capital Advisors’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$785K Buy
6,886
+214
+3% +$23.5K 0.17% 77
2024
Q2 		$693K Buy
6,672
+58
+0.9% +$6.15K 0.17% 78
2024
Q1 		$752K Buy
6,614
+33
+0.5% +$3.78K 0.2% 73
2023
Q4 		$724K Sell
6,581
-126
-2% -$12.6K 0.21% 73
2023
Q3 		$650K Buy
6,707
+1,771
+36% +$186K 0.22% 70
2023
Q2 		$538K Buy
4,936
+47
+1% +$5.01K 0.17% 87
2023
Q1 		$495K Sell
4,889
-30
-0.6% -$3.17K 0.16% 86
2022
Q4 		$540K Sell
4,919
-484
-9% -$50.1K 0.19% 82
2022
Q3 		$522K Sell
5,403
-29
-0.5% -$3.09K 0.23% 68
2022
Q2 		$590K Sell
5,432
-95
-2% -$10.8K 0.27% 63
2022
Q1 		$654K Buy
5,527
+14
+0.3% +$1.74K 0.38% 63
2021
Q4 		$776K Buy
+5,513
New +$706K 0.53% 45

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Waypoint Capital Advisors's ABT Position: Q3 2024 in Review

Waypoint Capital Advisors increased its Abbott (ABT) stake by 3.2% in Q3 2024, buying an estimated $23.5K and bringing the position to 6,886 shares worth $785K. The position accounts for 0.17% of the portfolio, ranked #77.

Waypoint Capital Advisors first reported a position in ABT in Q4 2021 and has held it in 12 quarters since. 2,896 funds tracked by Wall St. Rank hold ABT as of Q3 2024.

  • Waypoint Capital Advisors held 6,886 shares of Abbott worth $785K as of Q3 2024.
  • Waypoint Capital Advisors bought 214 Abbott shares in Q3 2024, an estimated $23.5K.
  • Abbott made up 0.17% of Waypoint Capital Advisors's portfolio in Q3 2024, its #77 holding.
  • Waypoint Capital Advisors first reported a position in Abbott in Q4 2021 and has held it in 12 quarters since.
  • 2,896 funds tracked by Wall St. Rank held Abbott as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.