BWA
AFB

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

BDO Wealth Advisors’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
Q2 		– Sell
-2,029
Closed -$22.2K – 981
2023
Q1 		$22.2K Buy
+2,029
New +$21.8K ﹤0.01% 571

Other funds holding AFB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

BDO Wealth Advisors's AFB Position: Q2 2023 in Review

BDO Wealth Advisors sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q2 2023, closing a stake of 2,029 shares — an estimated $22.2K sold.

BDO Wealth Advisors first reported a position in AFB in Q1 2023 and held it in 1 quarter. The position peaked at $22.2K in Q1 2023. 80 funds tracked by Wall St. Rank hold AFB as of Q2 2023.

  • BDO Wealth Advisors reported no remaining AllianceBernstein National Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 2,029 AllianceBernstein National Municipal Income Fund shares in Q2 2023, an estimated $22.2K.
  • BDO Wealth Advisors first reported a position in AllianceBernstein National Municipal Income Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's AllianceBernstein National Municipal Income Fund position peaked at $22.2K in Q1 2023.
  • 80 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.