IPG Investment Advisors’s AllianceBernstein AB Stock Holding History

IPG Investment Advisors’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
2025 Q2	–	Sell	-6,025	Closed	-$231K	–	178
2025 Q1	$231K	Sell	6,025 -580	-9%	-$21.8K	0.05%	147
2024 Q4	$245K	Hold	6,605	–	–	0.06%	142
2024 Q3	$230K	Hold	6,605	–	–	0.05%	147
2024 Q2	$223K	Hold	6,605	–	–	0.05%	147
2024 Q1	$229K	Sell	6,605 -650	-9%	-$21.6K	0.05%	138
2023 Q4	$225K	Sell	7,255 -400	-5%	-$11.8K	0.05%	166
2023 Q3	$232K	Hold	7,655	–	–	0.05%	142
2023 Q2	$246K	Hold	7,655	–	–	0.05%	144
2023 Q1	$280K	Sell	7,655 -660	-8%	-$24.9K	0.06%	126
2022 Q4	$286K	Sell	8,315 -1,080	-11%	-$40K	0.08%	104
2022 Q3	$329K	Hold	9,395	–	–	0.09%	89
2022 Q2	$391K	Buy	9,395 +800	+9%	+$33.6K	0.1%	87
2022 Q1	$404K	Buy	8,595 +1,795	+26%	+$83.5K	0.08%	102
2021 Q4	$333K	Buy	6,800 +1,140	+20%	+$59.6K	0.06%	139
2021 Q3	$281K	Buy	5,660 +1,300	+30%	+$64.1K	0.09%	94
2021 Q2	$203K	Buy	+4,360	New	+$190K	0.06%	131

Other funds holding AB

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

CAM

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

IPG Investment Advisors's AB Position: Q2 2025 in Review

IPG Investment Advisors sold out of AllianceBernstein (AB) in Q2 2025, closing a stake of 6,025 shares — an estimated $231K sold.

IPG Investment Advisors first reported a position in AB in Q2 2021 and held it in 16 quarters. The position peaked at $404K in Q1 2022. 276 funds tracked by Wall St. Rank hold AB as of Q2 2025.

IPG Investment Advisors reported no remaining AllianceBernstein position as of Q2 2025 after selling out during the quarter.
IPG Investment Advisors sold 6,025 AllianceBernstein shares in Q2 2025, an estimated $231K.
IPG Investment Advisors first reported a position in AllianceBernstein in Q2 2021 and held it in 16 quarters.
IPG Investment Advisors's AllianceBernstein position peaked at $404K in Q1 2022.
276 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2025.

Based on IPG Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.