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Wealthspire Advisors (Maryland)’s Abbott ABT Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$5.78M Buy
53,140
+23,730
+81% +$2.41M 0.2% 62
2020
Q2 		$2.69M Buy
29,410
+3,164
+12% +$286K 0.19% 82
2020
Q1 		$2.07M Sell
26,246
-1,298
-5% -$108K 0.18% 82
2019
Q4 		$2.39M Buy
27,544
+3,244
+13% +$272K 0.16% 87
2019
Q3 		$2.03M Sell
24,300
-744
-3% -$63.2K 0.15% 92
2019
Q2 		$2.11M Buy
25,044
+6,445
+35% +$507K 0.16% 90
2019
Q1 		$1.49M Sell
18,599
-1,974
-10% -$147K 0.11% 108
2018
Q4 		$1.49M Buy
20,573
+1,181
+6% +$83K 0.13% 98
2018
Q3 		$1.42M Buy
19,392
+659
+4% +$43.3K 0.12% 102
2018
Q2 		$1.14M Buy
18,733
+226
+1% +$13.7K 0.1% 118
2018
Q1 		$1.11M Sell
18,507
-1,191
-6% -$71.8K 0.1% 116
2017
Q4 		$1.12M Buy
19,698
+696
+4% +$38.6K 0.11% 123
2017
Q3 		$1.01M Sell
19,002
-35
-0.2% -$1.76K 0.11% 128
2017
Q2 		$925K Buy
19,037
+2,979
+19% +$135K 0.11% 126
2017
Q1 		$713K Sell
16,058
-1,899
-11% -$82.1K 0.1% 130
2016
Q4 		$690K Buy
17,957
+2,132
+13% +$84.5K 0.1% 131
2016
Q3 		$669K Sell
15,825
-778
-5% -$33.3K 0.1% 135
2016
Q2 		$653K Buy
16,603
+391
+2% +$15.6K 0.11% 134
2016
Q1 		$678K Sell
16,212
-2,237
-12% -$88.6K 0.12% 121
2015
Q4 		$829K Buy
+18,449
New +$815K 0.15% 102

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) increased its Abbott (ABT) stake by 81% in Q3 2020, buying an estimated $2.41M and bringing the position to 53,140 shares worth $5.78M. The position accounts for 0.2% of the portfolio, ranked #62.

Wealthspire Advisors (Maryland) first reported a position in ABT in Q4 2015 and has held it in 20 quarters since. 2,306 funds tracked by Wall St. Rank hold ABT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 53,140 shares of Abbott worth $5.78M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 23,730 Abbott shares in Q3 2020, an estimated $2.41M.
  • Abbott made up 0.2% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #62 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Abbott in Q4 2015 and has held it in 20 quarters since.
  • 2,306 funds tracked by Wall St. Rank held Abbott as of Q3 2020.

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