Wilbanks Smith & Thomas Asset Management’s ABB Ltd ABB Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-66,543	Closed	-$2.28M	–	537
2023 Q1	$2.28M	Buy	66,543 +3,126	+5%	+$105K	0.08%	144
2022 Q4	$1.93M	Buy	+63,417	New	+$1.85M	0.07%	162
2020 Q1	–	Sell	-26,270	Closed	-$633K	–	449
2019 Q4	$633K	Buy	26,270 +6,588	+33%	+$141K	0.04%	218
2019 Q3	$387K	Buy	19,682 +2,444	+14%	+$46.6K	0.02%	269
2019 Q2	$345K	Buy	17,238 +3,004	+21%	+$58.5K	0.02%	284
2019 Q1	$269K	Buy	+14,234	New	+$275K	0.02%	333
2018 Q4	–	Sell	-151	Closed	-$4K	–	1401
2018 Q3	$4K	Buy	+151	New	+$3.46K	﹤0.01%	1293

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

Wilbanks Smith & Thomas Asset Management's ABB Position: Q2 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 66,543 shares — an estimated $2.28M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ABB in Q3 2018 and held it in 7 quarters. The position peaked at $2.28M in Q1 2023. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 66,543 ABB Ltd shares in Q2 2023, an estimated $2.28M.
Wilbanks Smith & Thomas Asset Management first reported a position in ABB Ltd in Q3 2018 and held it in 7 quarters.
Wilbanks Smith & Thomas Asset Management's ABB Ltd position peaked at $2.28M in Q1 2023.
134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.