WIA
ABB

Wealthstreet Investment Advisors’s ABB Ltd ABB Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
-20,059
Closed -$611K – 347
2021
Q1 		$611K Hold
20,059
– – 0.06% 227
2020
Q4 		$561K Hold
20,059
– – 0.06% 230
2020
Q3 		$511K Hold
20,059
– – 0.06% 217
2020
Q2 		$453K Buy
+20,059
New +$386K 0.06% 225

Other funds holding ABB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's ABB Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of ABB Ltd (ABB) in Q2 2021, closing a stake of 20,059 shares — an estimated $611K sold.

Wealthstreet Investment Advisors first reported a position in ABB in Q2 2020 and held it in 4 quarters. The position peaked at $611K in Q1 2021. 419 funds tracked by Wall St. Rank hold ABB as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining ABB Ltd position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 20,059 ABB Ltd shares in Q2 2021, an estimated $611K.
  • Wealthstreet Investment Advisors first reported a position in ABB Ltd in Q2 2020 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's ABB Ltd position peaked at $611K in Q1 2021.
  • 419 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.