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YorkBridge Wealth Partners’s Abbott ABT Stock Holding History

YorkBridge Wealth Partners’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$6.23M Sell
56,702
-2,652
-4% -$275K 1.58% 13
2022
Q3 		$5.74M Buy
59,354
+1,119
+2% +$119K 1.48% 13
2022
Q2 		$6.33M Sell
58,235
-14,568
-20% -$1.65M 1.65% 12
2022
Q1 		$8.62M Buy
72,803
+273
+0.4% +$33.8K 1.89% 9
2021
Q4 		$10.2M Buy
72,530
+2,001
+3% +$256K 2.29% 8
2021
Q3 		$8.33M Buy
70,529
+2,270
+3% +$279K 2.1% 7
2021
Q2 		$7.91M Buy
68,259
+318
+0.5% +$37.1K 2.07% 8
2021
Q1 		$8.14M Buy
67,941
+21,491
+46% +$2.55M 2.41% 6
2020
Q4 		$5.09M Buy
46,450
+2,243
+5% +$244K 1.7% 13
2020
Q3 		$4.81M Buy
44,207
+5,677
+15% +$576K 2.02% 10
2020
Q2 		$3.52M Buy
38,530
+7,333
+24% +$663K 1.61% 13
2020
Q1 		$2.46M Buy
31,197
+10,863
+53% +$906K 1.51% 15
2019
Q4 		$1.77M Buy
20,334
+15,669
+336% +$1.31M 0.81% 39
2019
Q3 		$390K Sell
4,665
-69
-1% -$5.86K 0.2% 116
2019
Q2 		$398K Buy
4,734
+1
+0% +$79 0.18% 113
2019
Q1 		$378K Hold
4,733
– – 0.17% 118
2018
Q4 		$342K Buy
4,733
+273
+6% +$19.2K 0.18% 120
2018
Q3 		$331K Sell
4,460
-251
-5% -$16.5K 0.15% 130
2018
Q2 		$287K Hold
4,711
– – 0.13% 147
2018
Q1 		$277K Sell
4,711
-147
-3% -$8.86K 0.13% 150
2017
Q4 		$285K Sell
4,858
-590
-11% -$32.7K 0.14% 143
2017
Q3 		$291K Buy
5,448
+201
+4% +$10.1K 0.15% 135
2017
Q2 		$256K Sell
5,247
-25
-0.5% -$1.13K 0.14% 146
2017
Q1 		$230K Buy
5,272
+971
+23% +$42K 0.12% 154
2016
Q4 		$168K Buy
+4,301
New +$171K 0.1% 172

Other funds holding ABT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

YorkBridge Wealth Partners reduced its Abbott (ABT) stake by 4.5% in Q4 2022, selling an estimated $275K and leaving 56,702 shares worth $6.23M. The position accounts for 1.58% of the portfolio, ranked #13.

YorkBridge Wealth Partners first reported a position in ABT in Q4 2016 and has held it in 25 quarters since. The position peaked at $10.2M in Q4 2021. 2,764 funds tracked by Wall St. Rank hold ABT as of Q4 2022.

  • YorkBridge Wealth Partners held 56,702 shares of Abbott worth $6.23M as of Q4 2022.
  • YorkBridge Wealth Partners sold 2,652 Abbott shares in Q4 2022, an estimated $275K.
  • Abbott made up 1.58% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #13 holding.
  • YorkBridge Wealth Partners first reported a position in Abbott in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Abbott position peaked at $10.2M in Q4 2021.
  • 2,764 funds tracked by Wall St. Rank held Abbott as of Q4 2022.

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