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Householder Group Estate & Retirement Specialist’s AllianceBernstein AB Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q1 		$4K Sell
100
-250
-71% -$9.42K ﹤0.01% 978
2022
Q4 		$12K Hold
350
– – 0.02% 204
2022
Q3 		$12K Buy
+350
New +$14.8K ﹤0.01% 680

Other funds holding AB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AB Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist reduced its AllianceBernstein (AB) stake by 71% in Q1 2023, selling an estimated $9.42K and leaving 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Householder Group Estate & Retirement Specialist first reported a position in AB in Q3 2022 and has held it in 3 quarters since. The position peaked at $12K in Q4 2022. 258 funds tracked by Wall St. Rank hold AB as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 100 shares of AllianceBernstein worth $4K as of Q1 2023.
  • Householder Group Estate & Retirement Specialist sold 250 AllianceBernstein shares in Q1 2023, an estimated $9.42K.
  • AllianceBernstein made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #978 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in AllianceBernstein in Q3 2022 and has held it in 3 quarters since.
  • Householder Group Estate & Retirement Specialist's AllianceBernstein position peaked at $12K in Q4 2022.
  • 258 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.