Guardian Wealth Advisors (North Carolina)’s AllianceBernstein AB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q4	–	Sell	-13,908	Closed	-$422K	–	441
2023 Q3	$422K	Buy	13,908 +173	+1%	+$5.49K	0.07%	140
2023 Q2	$442K	Buy	+13,735	New	+$470K	0.08%	136
2022 Q3	–	Sell	-5,520	Closed	-$230K	–	343
2022 Q2	$230K	Buy	+5,520	New	+$232K	0.04%	171

Other funds holding AB

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

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

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

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s AB Position: Q4 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of AllianceBernstein (AB) in Q4 2023, closing a stake of 13,908 shares — an estimated $422K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in AB in Q2 2022 and held it in 3 quarters. The position peaked at $442K in Q2 2023. 233 funds tracked by Wall St. Rank hold AB as of Q4 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining AllianceBernstein position as of Q4 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 13,908 AllianceBernstein shares in Q4 2023, an estimated $422K.
Guardian Wealth Advisors (North Carolina) first reported a position in AllianceBernstein in Q2 2022 and held it in 3 quarters.
Guardian Wealth Advisors (North Carolina)'s AllianceBernstein position peaked at $442K in Q2 2023.
233 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 14 Feb 2024.