WT Wealth Management’s AbbVie ABBV Stock Holding History

WT Wealth Management’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
2023 Q3	–	Sell	-7,397	Closed	-$997K	–	105
2023 Q2	$997K	Buy	7,397 +1,131	+18%	+$166K	0.41%	69
2023 Q1	$999K	Buy	+6,266	New	+$958K	0.43%	69
2022 Q1	–	Sell	-1,596	Closed	-$216K	–	119
2021 Q4	$216K	Buy	+1,596	New	+$189K	0.08%	120

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WT Wealth Management's ABBV Position: Q3 2023 in Review

WT Wealth Management sold out of AbbVie (ABBV) in Q3 2023, closing a stake of 7,397 shares — an estimated $997K sold.

WT Wealth Management first reported a position in ABBV in Q4 2021 and held it in 3 quarters. The position peaked at $999K in Q1 2023. 3,108 funds tracked by Wall St. Rank hold ABBV as of Q3 2023.

WT Wealth Management reported no remaining AbbVie position as of Q3 2023 after selling out during the quarter.
WT Wealth Management sold 7,397 AbbVie shares in Q3 2023, an estimated $997K.
WT Wealth Management first reported a position in AbbVie in Q4 2021 and held it in 3 quarters.
WT Wealth Management's AbbVie position peaked at $999K in Q1 2023.
3,108 funds tracked by Wall St. Rank held AbbVie as of Q3 2023.

Based on WT Wealth Management's 13F filing for Q3 2023, filed 4 Dec 2023.