Atria Investments’s AllianceBernstein AB Stock Holding History

Atria Investments’s Portfolio AB Stock Details AB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-21,282	Closed	-$1.04M	–	855
2021 Q4	$1.04M	Buy	+21,282	New	+$1.11M	0.02%	821

Other funds holding AB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atria Investments's AB Position: Q1 2022 in Review

Atria Investments sold out of AllianceBernstein (AB) in Q1 2022, closing a stake of 21,282 shares — an estimated $1.04M sold.

Atria Investments first reported a position in AB in Q4 2021 and held it in 1 quarter. The position peaked at $1.04M in Q4 2021. 292 funds tracked by Wall St. Rank hold AB as of Q1 2022.

Atria Investments reported no remaining AllianceBernstein position as of Q1 2022 after selling out during the quarter.
Atria Investments sold 21,282 AllianceBernstein shares in Q1 2022, an estimated $1.04M.
Atria Investments first reported a position in AllianceBernstein in Q4 2021 and held it in 1 quarter.
Atria Investments's AllianceBernstein position peaked at $1.04M in Q4 2021.
292 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2022.

Based on Atria Investments's 13F filing for Q1 2022, filed 2 May 2022.