Wealth Advisors’s AbbVie ABBV Stock Holding History

Wealth 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
2023 Q1	–	Sell	-5,000	Closed	-$259K	–	67
2022 Q4	$259K	Buy	+5,000	New	+$767K	0.14%	54
2022 Q3	–	Sell	-5,800	Closed	-$241K	–	58
2022 Q2	$241K	Hold	5,800	–	–	0.12%	52
2022 Q1	$291K	Buy	+5,800	New	+$843K	0.11%	54
2021 Q4	–	Sell	-800	Closed	-$10K	–	70
2021 Q3	$10K	Hold	800	–	–	﹤0.01%	89
2021 Q2	$18K	Hold	800	–	–	0.01%	95
2021 Q1	$12K	Buy	+800	New	+$85.6K	﹤0.01%	97

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Advisors's ABBV Position: Q3 2023 in Review

Wealth Advisors reduced its AbbVie (ABBV) stake by 0.04% in Q3 2023, selling an estimated $734 and leaving 13,115 shares worth $1.95M. The position accounts for 0.88% of the portfolio, ranked #20.

Wealth Advisors first reported a position in ABBV in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.25M in Q1 2023. 3,108 funds tracked by Wall St. Rank hold ABBV as of Q3 2023.

Wealth Advisors held 13,115 shares of AbbVie worth $1.95M as of Q3 2023.
Wealth Advisors sold 5 AbbVie shares in Q3 2023, an estimated $734.
AbbVie made up 0.88% of Wealth Advisors's portfolio in Q3 2023, its #20 holding.
Wealth Advisors first reported a position in AbbVie in Q2 2020 and has held it in 14 quarters since.
Wealth Advisors's AbbVie position peaked at $2.25M in Q1 2023.
3,108 funds tracked by Wall St. Rank held AbbVie as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.