FWA
AFB

Freedom Wealth Alliance’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-328
Closed -$3.44K – 72
2022
Q4 		$3.44K Buy
+328
New +$3.43K ﹤0.01% 366

Other funds holding AFB

Morgan Stanley
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Freedom Wealth Alliance's AFB Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q1 2023, closing a stake of 328 shares — an estimated $3.44K sold.

Freedom Wealth Alliance first reported a position in AFB in Q4 2022 and held it in 1 quarter. The position peaked at $3.44K in Q4 2022. 80 funds tracked by Wall St. Rank hold AFB as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining AllianceBernstein National Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 328 AllianceBernstein National Municipal Income Fund shares in Q1 2023, an estimated $3.44K.
  • Freedom Wealth Alliance first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's AllianceBernstein National Municipal Income Fund position peaked at $3.44K in Q4 2022.
  • 80 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.