Wells Financial Advisors’s AbbVie ABBV Stock Holding History

Wells Financial Advisors’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
2024 Q4	–	Sell	-37	Closed	-$7.31K	–	79
2024 Q3	$7.31K	Buy	+37	New	+$6.91K	0.01%	82

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Financial Advisors's ABBV Position: Q4 2024 in Review

Wells Financial Advisors sold out of AbbVie (ABBV) in Q4 2024, closing a stake of 37 shares — an estimated $7.31K sold.

Wells Financial Advisors first reported a position in ABBV in Q3 2024 and held it in 1 quarter. The position peaked at $7.31K in Q3 2024. 3,744 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

Wells Financial Advisors reported no remaining AbbVie position as of Q4 2024 after selling out during the quarter.
Wells Financial Advisors sold 37 AbbVie shares in Q4 2024, an estimated $7.31K.
Wells Financial Advisors first reported a position in AbbVie in Q3 2024 and held it in 1 quarter.
Wells Financial Advisors's AbbVie position peaked at $7.31K in Q3 2024.
3,744 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.