Cedar Mountain Advisors’s AllianceBernstein AB Stock Holding History

Cedar Mountain Advisors’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 Q4	–	Sell	-62	Closed	-$2K	–	311
2022 Q3	$2K	Hold	62	–	–	﹤0.01%	250
2022 Q2	$3K	Hold	62	–	–	﹤0.01%	235
2022 Q1	$3K	Hold	62	–	–	﹤0.01%	258
2021 Q4	$3K	Hold	62	–	–	﹤0.01%	255
2021 Q3	$3K	Hold	62	–	–	﹤0.01%	247
2021 Q2	$3K	Hold	62	–	–	﹤0.01%	232
2021 Q1	$2K	Hold	62	–	–	﹤0.01%	242
2020 Q4	$2K	Hold	62	–	–	﹤0.01%	235
2020 Q3	$2K	Hold	62	–	–	﹤0.01%	214
2020 Q2	$2K	Hold	62	–	–	﹤0.01%	212
2020 Q1	$1K	Hold	62	–	–	﹤0.01%	207
2019 Q4	$2K	Buy	+62	New	+$1.81K	﹤0.01%	208

Other funds holding AB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Cedar Mountain Advisors's AB Position: Q4 2022 in Review

Cedar Mountain Advisors sold out of AllianceBernstein (AB) in Q4 2022, closing a stake of 62 shares — an estimated $2K sold.

Cedar Mountain Advisors first reported a position in AB in Q4 2019 and held it in 12 quarters. The position peaked at $3K in Q2 2022. 262 funds tracked by Wall St. Rank hold AB as of Q4 2022.

Cedar Mountain Advisors reported no remaining AllianceBernstein position as of Q4 2022 after selling out during the quarter.
Cedar Mountain Advisors sold 62 AllianceBernstein shares in Q4 2022, an estimated $2K.
Cedar Mountain Advisors first reported a position in AllianceBernstein in Q4 2019 and held it in 12 quarters.
Cedar Mountain Advisors's AllianceBernstein position peaked at $3K in Q2 2022.
262 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2022.

Based on Cedar Mountain Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.