Wealthspire Advisors (New York)’s ABB Ltd ABB Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ABB Stock Details ABB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-27,194	Closed	-$933K	–	574
2023 Q1	$933K	Sell	27,194 -5,968	-18%	-$200K	0.02%	256
2022 Q4	$1.01M	Buy	33,162 +5,386	+19%	+$157K	0.02%	261
2022 Q3	$713K	Buy	27,776 +676	+2%	+$19K	0.01%	283
2022 Q2	$724K	Buy	+27,100	New	+$805K	0.02%	258
2020 Q2	–	Sell	-11,966	Closed	-$207K	–	554
2020 Q1	$207K	Buy	11,966 +3,680	+44%	+$80.4K	0.01%	487
2019 Q4	$200K	Buy	+8,286	New	+$178K	0.01%	204
2019 Q1	–	Sell	-1,836	Closed	-$35K	–	855
2018 Q4	$35K	Buy	+1,836	New	+$37.2K	﹤0.01%	236

Other funds holding ABB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

GCAC

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s ABB Position: Q2 2023 in Review

Wealthspire Advisors (New York) sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 27,194 shares — an estimated $933K sold.

Wealthspire Advisors (New York) first reported a position in ABB in Q4 2018 and held it in 7 quarters. The position peaked at $1.01M in Q4 2022. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Wealthspire Advisors (New York) reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Wealthspire Advisors (New York) sold 27,194 ABB Ltd shares in Q2 2023, an estimated $933K.
Wealthspire Advisors (New York) first reported a position in ABB Ltd in Q4 2018 and held it in 7 quarters.
Wealthspire Advisors (New York)'s ABB Ltd position peaked at $1.01M in Q4 2022.
134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2023, filed 1 Aug 2023.