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FORA Capital’s AllianceBernstein AB Stock Holding History

FORA Capital’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
2021
Q1 		– Sell
-3,055
Closed -$103K – 732
2020
Q4 		$103K Buy
+3,055
New +$96.6K 0.02% 659
2020
Q2 		– Sell
-5,801
Closed -$108K – 853
2020
Q1 		$108K Buy
+5,801
New +$171K 0.02% 590

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FORA Capital's AB Position: Q1 2021 in Review

FORA Capital sold out of AllianceBernstein (AB) in Q1 2021, closing a stake of 3,055 shares — an estimated $103K sold.

FORA Capital first reported a position in AB in Q1 2020 and held it in 2 quarters. The position peaked at $108K in Q1 2020. 248 funds tracked by Wall St. Rank hold AB as of Q1 2021.

  • FORA Capital reported no remaining AllianceBernstein position as of Q1 2021 after selling out during the quarter.
  • FORA Capital sold 3,055 AllianceBernstein shares in Q1 2021, an estimated $103K.
  • FORA Capital first reported a position in AllianceBernstein in Q1 2020 and held it in 2 quarters.
  • FORA Capital's AllianceBernstein position peaked at $108K in Q1 2020.
  • 248 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2021.

Based on FORA Capital's 13F filing for Q1 2021, filed 17 May 2021.