Clarus Wealth Advisors’s AllianceBernstein AB Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-400	Closed	-$12K	–	147
2019 Q2	$12K	Hold	400	–	–	0.01%	416
2019 Q1	$12K	Sell	400 -716	-64%	-$21K	0.01%	494
2018 Q4	$30K	Buy	1,116 +16	+1%	+$460	0.05%	332
2018 Q3	$33K	Buy	+1,100	New	+$32.8K	0.02%	353

Other funds holding AB

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clarus Wealth Advisors's AB Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of AllianceBernstein (AB) in Q3 2019, closing a stake of 400 shares — an estimated $12K sold.

Clarus Wealth Advisors first reported a position in AB in Q3 2018 and held it in 4 quarters. The position peaked at $33K in Q3 2018. 190 funds tracked by Wall St. Rank hold AB as of Q3 2019.

Clarus Wealth Advisors reported no remaining AllianceBernstein position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 400 AllianceBernstein shares in Q3 2019, an estimated $12K.
Clarus Wealth Advisors first reported a position in AllianceBernstein in Q3 2018 and held it in 4 quarters.
Clarus Wealth Advisors's AllianceBernstein position peaked at $33K in Q3 2018.
190 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.