Zimmermann Investment Management & Planning’s AbbVie ABBV Stock Holding History

Zimmermann Investment Management & Planning’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
2024 Q1	–	Sell	-1,444	Closed	-$224K	–	135
2023 Q4	$224K	Sell	1,444 -8	-0.6%	-$1.17K	0.09%	113
2023 Q3	$216K	Sell	1,452 -442	-23%	-$64.9K	0.1%	99
2023 Q2	$255K	Sell	1,894 -1,086	-36%	-$159K	0.12%	92
2023 Q1	$475K	Sell	2,980 -1,217	-29%	-$186K	0.25%	70
2022 Q4	$678K	Buy	4,197 +187	+5%	+$28.7K	0.39%	47
2022 Q3	$538K	Buy	+4,010	New	+$575K	0.34%	52

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

Norges Bank Oslo, Norway $935B AUM

Zimmermann Investment Management & Planning's ABBV Position: Q1 2024 in Review

Zimmermann Investment Management & Planning sold out of AbbVie (ABBV) in Q1 2024, closing a stake of 1,444 shares — an estimated $224K sold.

Zimmermann Investment Management & Planning first reported a position in ABBV in Q3 2022 and held it in 6 quarters. The position peaked at $678K in Q4 2022. 3,379 funds tracked by Wall St. Rank hold ABBV as of Q1 2024.

Zimmermann Investment Management & Planning reported no remaining AbbVie position as of Q1 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 1,444 AbbVie shares in Q1 2024, an estimated $224K.
Zimmermann Investment Management & Planning first reported a position in AbbVie in Q3 2022 and held it in 6 quarters.
Zimmermann Investment Management & Planning's AbbVie position peaked at $678K in Q4 2022.
3,379 funds tracked by Wall St. Rank held AbbVie as of Q1 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q1 2024, filed 23 Apr 2024.