DWM
AFB

Drive Wealth Management’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Drive Wealth Management’s Portfolio AFB Stock Details AFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,948
Closed -$139K – 280
2023
Q2 		$139K Sell
12,948
-1,602
-11% -$17K 0.05% 258
2023
Q1 		$159K Buy
+14,550
New +$156K 0.07% 262

Other funds holding AFB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return

Drive Wealth Management's AFB Position: Q3 2023 in Review

Drive Wealth Management sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q3 2023, closing a stake of 12,948 shares — an estimated $139K sold.

Drive Wealth Management first reported a position in AFB in Q1 2023 and held it in 2 quarters. The position peaked at $159K in Q1 2023. 75 funds tracked by Wall St. Rank hold AFB as of Q3 2023.

  • Drive Wealth Management reported no remaining AllianceBernstein National Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • Drive Wealth Management sold 12,948 AllianceBernstein National Municipal Income Fund shares in Q3 2023, an estimated $139K.
  • Drive Wealth Management first reported a position in AllianceBernstein National Municipal Income Fund in Q1 2023 and held it in 2 quarters.
  • Drive Wealth Management's AllianceBernstein National Municipal Income Fund position peaked at $159K in Q1 2023.
  • 75 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q3 2023.

Based on Drive Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.