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Jamison Private Wealth Management’s AllianceBernstein AB Stock Holding History

Jamison Private Wealth Management’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
-437
Closed -$15.2K – 202
2024
Q3 		$15.2K Buy
437
+9
+2% +$307 ﹤0.01% 322
2024
Q2 		$14.5K Buy
428
+9
+2% +$301 ﹤0.01% 305
2024
Q1 		$14.6K Buy
419
+9
+2% +$299 ﹤0.01% 313
2023
Q4 		$12.7K Sell
410
-888
-68% -$26.1K ﹤0.01% 293
2023
Q3 		$39.4K Buy
+1,298
New +$41.2K 0.01% 237

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

Jamison Private Wealth Management's AB Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of AllianceBernstein (AB) in Q4 2024, closing a stake of 437 shares — an estimated $15.2K sold.

Jamison Private Wealth Management first reported a position in AB in Q3 2023 and held it in 5 quarters. The position peaked at $39.4K in Q3 2023. 291 funds tracked by Wall St. Rank hold AB as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining AllianceBernstein position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 437 AllianceBernstein shares in Q4 2024, an estimated $15.2K.
  • Jamison Private Wealth Management first reported a position in AllianceBernstein in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's AllianceBernstein position peaked at $39.4K in Q3 2023.
  • 291 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.