CFFP
AB icon

Center for Financial Planning’s AllianceBernstein AB Stock Holding History

Center for Financial Planning’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
Q1 		– Sell
-10
Closed -$371 – 701
2024
Q4 		$371 Buy
+10
New +$364 ﹤0.01% 640

Other funds holding AB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Center for Financial Planning's AB Position: Q1 2025 in Review

Center for Financial Planning sold out of AllianceBernstein (AB) in Q1 2025, closing a stake of 10 shares — an estimated $371 sold.

Center for Financial Planning first reported a position in AB in Q4 2024 and held it in 1 quarter. The position peaked at $371 in Q4 2024. 291 funds tracked by Wall St. Rank hold AB as of Q1 2025.

  • Center for Financial Planning reported no remaining AllianceBernstein position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 10 AllianceBernstein shares in Q1 2025, an estimated $371.
  • Center for Financial Planning first reported a position in AllianceBernstein in Q4 2024 and held it in 1 quarter.
  • Center for Financial Planning's AllianceBernstein position peaked at $371 in Q4 2024.
  • 291 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.