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Wealthspire Advisors (Maryland)’s AbbVie ABBV Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$4.36M Buy
49,771
+28,428
+133% +$2.68M 0.15% 77
2020
Q2 		$2.1M Buy
21,343
+1,014
+5% +$89.3K 0.15% 93
2020
Q1 		$1.55M Sell
20,329
-3,955
-16% -$337K 0.13% 103
2019
Q4 		$2.15M Buy
24,284
+3,926
+19% +$326K 0.14% 93
2019
Q3 		$1.54M Sell
20,358
-737
-3% -$50.5K 0.11% 104
2019
Q2 		$1.53M Sell
21,095
-286
-1% -$22.5K 0.11% 104
2019
Q1 		$1.72M Sell
21,381
-1,347
-6% -$110K 0.13% 97
2018
Q4 		$2.1M Buy
22,728
+119
+0.5% +$10.5K 0.19% 75
2018
Q3 		$2.14M Sell
22,609
-209
-0.9% -$19.8K 0.18% 74
2018
Q2 		$2.11M Sell
22,818
-1,315
-5% -$128K 0.19% 72
2018
Q1 		$2.28M Sell
24,133
-675
-3% -$74.2K 0.22% 71
2017
Q4 		$2.4M Sell
24,808
-638
-3% -$60.1K 0.23% 70
2017
Q3 		$2.26M Sell
25,446
-802
-3% -$61.1K 0.25% 69
2017
Q2 		$1.9M Buy
26,248
+3,706
+16% +$249K 0.23% 74
2017
Q1 		$1.47M Buy
22,542
+2,856
+15% +$180K 0.21% 71
2016
Q4 		$1.23M Sell
19,686
-448
-2% -$27.3K 0.18% 86
2016
Q3 		$1.27M Sell
20,134
-626
-3% -$40.5K 0.2% 81
2016
Q2 		$1.28M Buy
20,760
+822
+4% +$50.1K 0.21% 76
2016
Q1 		$1.14M Buy
19,938
+116
+0.6% +$6.46K 0.2% 80
2015
Q4 		$1.17M Buy
+19,822
New +$1.14M 0.22% 78

Other funds holding ABBV

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ABBV Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its AbbVie (ABBV) stake by 133% in Q3 2020, buying an estimated $2.68M and bringing the position to 49,771 shares worth $4.36M. The position accounts for 0.15% of the portfolio, ranked #77.

Wealthspire Advisors (Maryland) first reported a position in ABBV in Q4 2015 and has held it in 20 quarters since. 2,366 funds tracked by Wall St. Rank hold ABBV as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 49,771 shares of AbbVie worth $4.36M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 28,428 AbbVie shares in Q3 2020, an estimated $2.68M.
  • AbbVie made up 0.15% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #77 holding.
  • Wealthspire Advisors (Maryland) first reported a position in AbbVie in Q4 2015 and has held it in 20 quarters since.
  • 2,366 funds tracked by Wall St. Rank held AbbVie as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.