Williams Jones Wealth Management’s Abcam PLC ABCM Stock Holding History

Williams Jones Wealth Management’s Portfolio ABCM Stock Details ABCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19,000	Closed	-$430K	–	561
2023 Q3	$430K	Hold	19,000	–	–	0.01%	364
2023 Q2	$465K	Hold	19,000	–	–	0.01%	360
2023 Q1	$256K	Buy	19,000 +2,000	+12%	+$29.8K	﹤0.01%	465
2022 Q4	$265K	Buy	+17,000	New	+$266K	﹤0.01%	463

Other funds holding ABCM

SOW

State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Williams Jones Wealth Management's ABCM Position: Q4 2023 in Review

Williams Jones Wealth Management sold out of Abcam PLC (ABCM) in Q4 2023, closing a stake of 19,000 shares — an estimated $430K sold.

Williams Jones Wealth Management first reported a position in ABCM in Q4 2022 and held it in 4 quarters. The position peaked at $465K in Q2 2023. 2 funds tracked by Wall St. Rank hold ABCM as of Q4 2023.

Williams Jones Wealth Management reported no remaining Abcam PLC position as of Q4 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 19,000 Abcam PLC shares in Q4 2023, an estimated $430K.
Williams Jones Wealth Management first reported a position in Abcam PLC in Q4 2022 and held it in 4 quarters.
Williams Jones Wealth Management's Abcam PLC position peaked at $465K in Q2 2023.
2 funds tracked by Wall St. Rank held Abcam PLC as of Q4 2023.

Based on Williams Jones Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.