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WealthStone’s AbbVie ABBV Stock Holding History

WealthStone’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
2021
Q1 		$1.25M Buy
11,543
+8,208
+246% +$878K 0.44% 35
2020
Q4 		$357K Buy
3,335
+327
+11% +$31.4K 0.13% 112
2020
Q3 		$263K Buy
+3,008
New +$283K 0.12% 119
2019
Q4 		– Sell
-7,926
Closed -$600K – 36
2019
Q3 		$600K Sell
7,926
-26
-0.3% -$1.78K 0.32% 32
2019
Q2 		$578K Buy
+7,952
New +$625K 0.26% 77

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthStone's ABBV Position: Q1 2021 in Review

WealthStone increased its AbbVie (ABBV) stake by 246% in Q1 2021, buying an estimated $878K and bringing the position to 11,543 shares worth $1.25M. The position accounts for 0.44% of the portfolio, ranked #35.

WealthStone first reported a position in ABBV in Q2 2019 and has held it in 5 quarters since. 2,614 funds tracked by Wall St. Rank hold ABBV as of Q1 2021.

  • WealthStone held 11,543 shares of AbbVie worth $1.25M as of Q1 2021.
  • WealthStone bought 8,208 AbbVie shares in Q1 2021, an estimated $878K.
  • AbbVie made up 0.44% of WealthStone's portfolio in Q1 2021, its #35 holding.
  • WealthStone first reported a position in AbbVie in Q2 2019 and has held it in 5 quarters since.
  • 2,614 funds tracked by Wall St. Rank held AbbVie as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.