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Empire Financial Management Company’s AllianceBernstein AB Stock Holding History

Empire Financial Management Company’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
-8,985
Closed -$289K – 188
2023
Q2 		$289K Hold
8,985
– – 0.12% 167
2023
Q1 		$328K Buy
+8,985
New +$338K 0.13% 154

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
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CAM
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Franklin Resources
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WMSA
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Empire Financial Management Company's AB Position: Q3 2023 in Review

Empire Financial Management Company sold out of AllianceBernstein (AB) in Q3 2023, closing a stake of 8,985 shares — an estimated $289K sold.

Empire Financial Management Company first reported a position in AB in Q1 2023 and held it in 2 quarters. The position peaked at $328K in Q1 2023. 232 funds tracked by Wall St. Rank hold AB as of Q3 2023.

  • Empire Financial Management Company reported no remaining AllianceBernstein position as of Q3 2023 after selling out during the quarter.
  • Empire Financial Management Company sold 8,985 AllianceBernstein shares in Q3 2023, an estimated $289K.
  • Empire Financial Management Company first reported a position in AllianceBernstein in Q1 2023 and held it in 2 quarters.
  • Empire Financial Management Company's AllianceBernstein position peaked at $328K in Q1 2023.
  • 232 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2023.

Based on Empire Financial Management Company's 13F filing for Q3 2023, filed 13 Nov 2023.