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Atria Wealth Solutions’s AllianceBernstein AB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-7,134
Closed -$273K – 1464
2025
Q1 		$273K Sell
7,134
-337
-5% -$12.7K ﹤0.01% 1527
2024
Q4 		$277K Buy
+7,471
New +$272K ﹤0.01% 1610
2024
Q2 		– Sell
-6,107
Closed -$212K – 1918
2024
Q1 		$212K Sell
6,107
-2,301
-27% -$76.5K ﹤0.01% 1789
2023
Q4 		$261K Sell
8,408
-14,693
-64% -$432K ﹤0.01% 1598
2023
Q3 		$701K Buy
23,101
+6,545
+40% +$208K 0.01% 975
2023
Q2 		$532K Sell
16,556
-5,916
-26% -$203K 0.01% 1129
2023
Q1 		$822K Sell
22,472
-223
-1% -$8.4K 0.01% 880
2022
Q4 		$780K Buy
22,695
+341
+2% +$12.6K 0.01% 872
2022
Q3 		$784K Buy
22,354
+13,812
+162% +$584K 0.01% 815
2022
Q2 		$355K Sell
8,542
-10,833
-56% -$455K 0.01% 1130
2022
Q1 		$911K Buy
+19,375
New +$901K 0.02% 778

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Franklin Resources
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CM
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CAM
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