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Guardian Wealth Management (Illinois)’s AllianceBernstein AB Stock Holding History

Guardian Wealth Management (Illinois)’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
2024
Q4 		– Sell
-296
Closed -$10.3K – 230
2024
Q3 		$10.3K Sell
296
-354
-54% -$12.1K 0.01% 170
2024
Q2 		$22K Buy
650
+9
+1% +$301 0.02% 134
2024
Q1 		$22.3K Sell
641
-946
-60% -$31.4K 0.02% 133
2023
Q4 		$49.2K Sell
1,587
-233
-13% -$6.85K 0.04% 106
2023
Q3 		$55.2K Sell
1,820
-130
-7% -$4.13K 0.05% 102
2023
Q2 		$62.7K Buy
1,950
+12
+0.6% +$411 0.06% 100
2023
Q1 		$70.8K Buy
1,938
+8
+0.4% +$301 0.07% 98
2022
Q4 		$66.3K Buy
1,930
+15
+0.8% +$556 0.07% 105
2022
Q3 		$67K Buy
1,915
+11
+0.6% +$465 0.08% 94
2022
Q2 		$79K Buy
1,904
+15
+0.8% +$630 0.09% 90
2022
Q1 		$89K Buy
1,889
+27
+1% +$1.26K 0.09% 95
2021
Q4 		$91K Buy
+1,862
New +$97.4K 0.09% 91

Other funds holding AB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s AB Position: Q4 2024 in Review

Guardian Wealth Management (Illinois) sold out of AllianceBernstein (AB) in Q4 2024, closing a stake of 296 shares — an estimated $10.3K sold.

Guardian Wealth Management (Illinois) first reported a position in AB in Q4 2021 and held it in 12 quarters. The position peaked at $91K in Q4 2021. 291 funds tracked by Wall St. Rank hold AB as of Q4 2024.

  • Guardian Wealth Management (Illinois) reported no remaining AllianceBernstein position as of Q4 2024 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 296 AllianceBernstein shares in Q4 2024, an estimated $10.3K.
  • Guardian Wealth Management (Illinois) first reported a position in AllianceBernstein in Q4 2021 and held it in 12 quarters.
  • Guardian Wealth Management (Illinois)'s AllianceBernstein position peaked at $91K in Q4 2021.
  • 291 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q4 2024, filed 14 Feb 2025.