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Wintrust Investments’s AbbVie ABBV Stock Holding History

Wintrust Investments’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
2017
Q1 		– Sell
-1,000
Closed -$65K – 286
2016
Q4 		$65K Buy
+1,000
New +$61K 0.03% 214

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wintrust Investments's ABBV Position: Q4 2024 in Review

Wintrust Investments reduced its AbbVie (ABBV) stake by 14% in Q4 2024, selling an estimated $115K and leaving 3,891 shares worth $691K. The position accounts for 0.61% of the portfolio, ranked #32.

Wintrust Investments first reported a position in ABBV in Q2 2016 and has held it in 35 quarters since. The position peaked at $7.79M in Q1 2024. 3,745 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

  • Wintrust Investments held 3,891 shares of AbbVie worth $691K as of Q4 2024.
  • Wintrust Investments sold 628 AbbVie shares in Q4 2024, an estimated $115K.
  • AbbVie made up 0.61% of Wintrust Investments's portfolio in Q4 2024, its #32 holding.
  • Wintrust Investments first reported a position in AbbVie in Q2 2016 and has held it in 35 quarters since.
  • Wintrust Investments's AbbVie position peaked at $7.79M in Q1 2024.
  • 3,745 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.