Ironwood Investment Counsel’s AllianceBernstein AB Stock Holding History

Ironwood Investment Counsel’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 Q2	–	Sell	-4,500	Closed	-$211K	–	191
2022 Q1	$211K	Hold	4,500	–	–	0.05%	195
2021 Q4	$219K	Hold	4,500	–	–	0.05%	194
2021 Q3	$223K	Hold	4,500	–	–	0.06%	186
2021 Q2	$209K	Buy	+4,500	New	+$196K	0.06%	193

Other funds holding AB

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ironwood Investment Counsel's AB Position: Q2 2022 in Review

Ironwood Investment Counsel sold out of AllianceBernstein (AB) in Q2 2022, closing a stake of 4,500 shares — an estimated $211K sold.

Ironwood Investment Counsel first reported a position in AB in Q2 2021 and held it in 4 quarters. The position peaked at $223K in Q3 2021. 279 funds tracked by Wall St. Rank hold AB as of Q2 2022.

Ironwood Investment Counsel reported no remaining AllianceBernstein position as of Q2 2022 after selling out during the quarter.
Ironwood Investment Counsel sold 4,500 AllianceBernstein shares in Q2 2022, an estimated $211K.
Ironwood Investment Counsel first reported a position in AllianceBernstein in Q2 2021 and held it in 4 quarters.
Ironwood Investment Counsel's AllianceBernstein position peaked at $223K in Q3 2021.
279 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2022.

Based on Ironwood Investment Counsel's 13F filing for Q2 2022, filed 4 Aug 2022.