CWA
AWF

Carolina Wealth Advisors’s AllianceBernstein Global High Income Fund AWF Stock Holding History

Carolina Wealth Advisors’s Portfolio AWF Stock Details AWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-384
Closed -$4.36K – 301
2024
Q3 		$4.36K Buy
+384
New +$4.17K ﹤0.01% 243

Other funds holding AWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

Carolina Wealth Advisors's AWF Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of AllianceBernstein Global High Income Fund (AWF) in Q4 2024, closing a stake of 384 shares — an estimated $4.36K sold.

Carolina Wealth Advisors first reported a position in AWF in Q3 2024 and held it in 1 quarter. The position peaked at $4.36K in Q3 2024. 125 funds tracked by Wall St. Rank hold AWF as of Q4 2024.

  • Carolina Wealth Advisors reported no remaining AllianceBernstein Global High Income Fund position as of Q4 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 384 AllianceBernstein Global High Income Fund shares in Q4 2024, an estimated $4.36K.
  • Carolina Wealth Advisors first reported a position in AllianceBernstein Global High Income Fund in Q3 2024 and held it in 1 quarter.
  • Carolina Wealth Advisors's AllianceBernstein Global High Income Fund position peaked at $4.36K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held AllianceBernstein Global High Income Fund as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.