Clearview Wealth Advisors’s AllianceBernstein AB Stock Holding History

Clearview 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
2023 Q3	–	Sell	-3,356	Closed	-$108K	–	118
2023 Q2	$108K	Buy	3,356 +65	+2%	+$2.23K	0.11%	133
2023 Q1	$120K	Buy	3,291 +64	+2%	+$2.41K	0.12%	133
2022 Q4	$111K	Buy	3,227 +49	+2%	+$1.81K	0.09%	110
2022 Q3	$111K	Sell	3,178 -211	-6%	-$8.92K	0.09%	104
2022 Q2	$141K	Buy	3,389 +71	+2%	+$2.98K	0.11%	95
2022 Q1	$156K	Buy	3,318 +91	+3%	+$4.23K	0.1%	98
2021 Q4	$158K	Buy	3,227 +50	+2%	+$2.61K	0.1%	121
2021 Q3	$158K	Buy	3,177 +57	+2%	+$2.81K	0.1%	128
2021 Q2	$145K	Buy	3,120 +55	+2%	+$2.4K	0.09%	129
2021 Q1	$123K	Sell	3,065 -1,417	-32%	-$53.2K	0.08%	141
2020 Q4	$151K	Buy	+4,482	New	+$142K	0.1%	116

Other funds holding AB

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

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

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Clearview Wealth Advisors's AB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of AllianceBernstein (AB) in Q3 2023, closing a stake of 3,356 shares — an estimated $108K sold.

Clearview Wealth Advisors first reported a position in AB in Q4 2020 and held it in 11 quarters. The position peaked at $158K in Q4 2021. 232 funds tracked by Wall St. Rank hold AB as of Q3 2023.

Clearview Wealth Advisors reported no remaining AllianceBernstein position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 3,356 AllianceBernstein shares in Q3 2023, an estimated $108K.
Clearview Wealth Advisors first reported a position in AllianceBernstein in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's AllianceBernstein position peaked at $158K in Q4 2021.
232 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.