FAIM
AFB

Financial Advocates Investment Management’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-10,137
Closed -$111K – 695
2023
Q1 		$111K Buy
+10,137
New +$109K 0.01% 709

Other funds holding AFB

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $30.4B AUM 27.51% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Financial Advocates Investment Management's AFB Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q2 2023, closing a stake of 10,137 shares — an estimated $111K sold.

Financial Advocates Investment Management first reported a position in AFB in Q1 2023 and held it in 1 quarter. The position peaked at $111K in Q1 2023. 80 funds tracked by Wall St. Rank hold AFB as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining AllianceBernstein National Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,137 AllianceBernstein National Municipal Income Fund shares in Q2 2023, an estimated $111K.
  • Financial Advocates Investment Management first reported a position in AllianceBernstein National Municipal Income Fund in Q1 2023 and held it in 1 quarter.
  • Financial Advocates Investment Management's AllianceBernstein National Municipal Income Fund position peaked at $111K in Q1 2023.
  • 80 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.