Gradient Investments’s AllianceBernstein AB Stock Holding History

Gradient Investments’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
2022 Q4	–	Sell	-103	Closed	-$4K	–	1497
2022 Q3	$4K	Buy	+103	New	+$4.35K	﹤0.01%	981
2021 Q4	–	Sell	-696	Closed	-$35K	–	1215
2021 Q3	$35K	Hold	696	–	–	﹤0.01%	528
2021 Q2	$32K	Buy	+696	New	+$30.3K	﹤0.01%	552
2021 Q1	–	Sell	-1,000	Closed	-$27K	–	1137
2020 Q4	$27K	Hold	1,000	–	–	﹤0.01%	507
2020 Q3	$27K	Hold	1,000	–	–	﹤0.01%	511
2020 Q2	$27K	Hold	1,000	–	–	﹤0.01%	472
2020 Q1	$19K	Hold	1,000	–	–	﹤0.01%	525
2019 Q4	$30K	Buy	+1,000	New	+$29.2K	﹤0.01%	492

Other funds holding AB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments's AB Position: Q4 2022 in Review

Gradient Investments sold out of AllianceBernstein (AB) in Q4 2022, closing a stake of 103 shares — an estimated $4K sold.

Gradient Investments first reported a position in AB in Q4 2019 and held it in 8 quarters. The position peaked at $35K in Q3 2021. 262 funds tracked by Wall St. Rank hold AB as of Q4 2022.

Gradient Investments reported no remaining AllianceBernstein position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 103 AllianceBernstein shares in Q4 2022, an estimated $4K.
Gradient Investments first reported a position in AllianceBernstein in Q4 2019 and held it in 8 quarters.
Gradient Investments's AllianceBernstein position peaked at $35K in Q3 2021.
262 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.