WANY
ABB

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 – 857
2018
Q4 		$35K Buy
+1,836
New +$37.2K ﹤0.01% 236

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NIM
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Natixis Advisors
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KCM
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GCAC
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CCM
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HVP
Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return