SEC 13F Intelligence

Aevitas Wealth Management, Inc. / ABBV

Aevitas Wealth Management, Inc.’s Abbvie Inc Position

Does Aevitas Wealth Management, Inc. own Abbvie Inc (ABBV)? Yes — 15.6K shares worth $3M (+1.49% of its 13F portfolio) as of Q4 2022, up from 15.4K shares the prior filed quarter.

Position Value
$3M
Q4 2022
Shares
15.6K
% of Portfolio
+1.49%
Quarters Held
17
currently held

Position History ABBV

Reported value by quarter
Q4 ’18: $229,000Q4 ’18Q1 ’19: $445,000Q2 ’19: $303,000Q3 ’19: $294,000Q3 ’19Q4 ’19: $380,000Q1 ’20: $328,000Q2 ’20: $761,000Q2 ’20Q3 ’20: $1MQ4 ’20: $2MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202215.6K$3M+1.49%
Q3 202215.4K$2M+1.56%
Q2 202215.4K$2M+1.60%
Q1 202215.6K$3M+1.54%
Q4 202116.4K$2M+1.32%
Q3 202116.3K$2M+1.12%
Q2 202116.4K$2M+1.18%
Q1 202115.8K$2M+1.19%
Q4 202015.6K$2M+1.22%
Q3 202014.7K$1M+1.06%
Q2 20207.2K$761,000+0.70%
Q1 20204.3K$328,000+0.37%
Q4 20194.3K$380,000+0.36%
Q3 20193.9K$294,000+0.29%
Q2 20194.2K$303,000+0.30%
Q1 20195.5K$445,000+0.40%
Q4 20182.5K$229,000+0.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aevitas Wealth Management, Inc.’s full portfolio or all institutional holders of ABBV.