Wealth Management Solutions’s AbbVie ABBV Stock Holding History

Wealth Management Solutions’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 Q3	$783K	Buy	5,252 +10	+0.2%	+$1.47K	0.54%	21
2023 Q2	$706K	Buy	5,242 +20	+0.4%	+$2.93K	0.46%	24
2023 Q1	$832K	Sell	5,222 -204	-4%	-$31.2K	0.48%	23
2022 Q4	$877K	Sell	5,426 -388	-7%	-$59.5K	0.46%	28
2022 Q3	$780K	Sell	5,814 -220	-4%	-$31.6K	0.45%	26
2022 Q2	$924K	Sell	6,034 -1,391	-19%	-$213K	0.52%	27
2022 Q1	$1.2M	Sell	7,425 -802	-10%	-$116K	0.63%	27
2021 Q4	$1.11M	Buy	+8,227	New	+$972K	0.57%	30

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 Management Solutions's ABBV Position: Q3 2023 in Review

Wealth Management Solutions increased its AbbVie (ABBV) stake by 0.19% in Q3 2023, buying an estimated $1.47K and bringing the position to 5,252 shares worth $783K. The position accounts for 0.54% of the portfolio, ranked #21.

Wealth Management Solutions first reported a position in ABBV in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.2M in Q1 2022. 3,109 funds tracked by Wall St. Rank hold ABBV as of Q3 2023.

Wealth Management Solutions held 5,252 shares of AbbVie worth $783K as of Q3 2023.
Wealth Management Solutions bought 10 AbbVie shares in Q3 2023, an estimated $1.47K.
AbbVie made up 0.54% of Wealth Management Solutions's portfolio in Q3 2023, its #21 holding.
Wealth Management Solutions first reported a position in AbbVie in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's AbbVie position peaked at $1.2M in Q1 2022.
3,109 funds tracked by Wall St. Rank held AbbVie as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.