AFG
AFB

AFS Financial Group’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

AFS Financial Group’s Portfolio AFB Stock Details AFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23,300
Closed -$218K – 57
2023
Q3 		$218K Hold
23,300
– – 0.15% 87
2023
Q2 		$250K Hold
23,300
– – 0.16% 84
2023
Q1 		$255K Buy
+23,300
New +$251K 0.17% 84

Other funds holding AFB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

AFS Financial Group's AFB Position: Q4 2023 in Review

AFS Financial Group sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q4 2023, closing a stake of 23,300 shares — an estimated $218K sold.

AFS Financial Group first reported a position in AFB in Q1 2023 and held it in 3 quarters. The position peaked at $255K in Q1 2023. 78 funds tracked by Wall St. Rank hold AFB as of Q4 2023.

  • AFS Financial Group reported no remaining AllianceBernstein National Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • AFS Financial Group sold 23,300 AllianceBernstein National Municipal Income Fund shares in Q4 2023, an estimated $218K.
  • AFS Financial Group first reported a position in AllianceBernstein National Municipal Income Fund in Q1 2023 and held it in 3 quarters.
  • AFS Financial Group's AllianceBernstein National Municipal Income Fund position peaked at $255K in Q1 2023.
  • 78 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.