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Atlas Wealth’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Atlas Wealth’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
2024
Q3 		– Sell
-16,719
Closed -$186K – 85
2024
Q2 		$186K Buy
+16,719
New +$180K 0.02% 191

Other funds holding AFB

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Atlas Wealth's AFB Position: Q3 2024 in Review

Atlas Wealth sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q3 2024, closing a stake of 16,719 shares — an estimated $186K sold.

Atlas Wealth first reported a position in AFB in Q2 2024 and held it in 1 quarter. The position peaked at $186K in Q2 2024. 80 funds tracked by Wall St. Rank hold AFB as of Q3 2024.

  • Atlas Wealth reported no remaining AllianceBernstein National Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Atlas Wealth sold 16,719 AllianceBernstein National Municipal Income Fund shares in Q3 2024, an estimated $186K.
  • Atlas Wealth first reported a position in AllianceBernstein National Municipal Income Fund in Q2 2024 and held it in 1 quarter.
  • Atlas Wealth's AllianceBernstein National Municipal Income Fund position peaked at $186K in Q2 2024.
  • 80 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.