YorkBridge Wealth Partners’s AbbVie ABBV Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$2.65M	Sell	16,416 -403	-2%	-$61.8K	0.67%	42
2022 Q3	$2.26M	Buy	16,819 +478	+3%	+$68.6K	0.58%	45
2022 Q2	$2.5M	Buy	16,341 +3	+0%	+$458	0.65%	39
2022 Q1	$2.65M	Sell	16,338 -9	-0.1%	-$1.31K	0.58%	44
2021 Q4	$2.21M	Sell	16,347 -100	-0.6%	-$11.8K	0.5%	53
2021 Q3	$1.77M	Hold	16,447	–	–	0.45%	61
2021 Q2	$1.85M	Hold	16,447	–	–	0.48%	58
2021 Q1	$1.78M	Buy	16,447 +11,500	+232%	+$1.23M	0.53%	53
2020 Q4	$530K	Sell	4,947 -28	-0.6%	-$2.69K	0.18%	100
2020 Q3	$436K	Hold	4,975	–	–	0.18%	99
2020 Q2	$488K	Buy	4,975 +175	+4%	+$15.4K	0.22%	89
2020 Q1	$366K	Hold	4,800	–	–	0.23%	99
2019 Q4	$425K	Buy	4,800 +295	+7%	+$24.5K	0.19%	115
2019 Q3	$341K	Sell	4,505 -194	-4%	-$13.3K	0.17%	123
2019 Q2	$342K	Hold	4,699	–	–	0.15%	124
2019 Q1	$379K	Sell	4,699 -366	-7%	-$29.9K	0.17%	117
2018 Q4	$467K	Hold	5,065	–	–	0.25%	95
2018 Q3	$481K	Sell	5,065 -154	-3%	-$14.6K	0.22%	102
2018 Q2	$484K	Hold	5,219	–	–	0.21%	99
2018 Q1	$481K	Hold	5,219	–	–	0.22%	98
2017 Q4	$572K	Sell	5,219 -615	-11%	-$58K	0.28%	87
2017 Q3	$518K	Sell	5,834 -34	-0.6%	-$2.59K	0.27%	85
2017 Q2	$425K	Hold	5,868	–	–	0.23%	96
2017 Q1	$391K	Buy	5,868 +1,061	+22%	+$66.7K	0.2%	103
2016 Q4	$291K	Buy	+4,807	New	+$293K	0.17%	119

Other funds holding ABBV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

YorkBridge Wealth Partners's ABBV Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its AbbVie (ABBV) stake by 2.4% in Q4 2022, selling an estimated $61.8K and leaving 16,416 shares worth $2.65M. The position accounts for 0.67% of the portfolio, ranked #42.

YorkBridge Wealth Partners first reported a position in ABBV in Q4 2016 and has held it in 25 quarters since. 3,167 funds tracked by Wall St. Rank hold ABBV as of Q4 2022.

YorkBridge Wealth Partners held 16,416 shares of AbbVie worth $2.65M as of Q4 2022.
YorkBridge Wealth Partners sold 403 AbbVie shares in Q4 2022, an estimated $61.8K.
AbbVie made up 0.67% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #42 holding.
YorkBridge Wealth Partners first reported a position in AbbVie in Q4 2016 and has held it in 25 quarters since.
3,167 funds tracked by Wall St. Rank held AbbVie as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.