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KMG Fiduciary Partners’s AllianceBernstein AB Stock Holding History

KMG Fiduciary Partners’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
-46,433
Closed -$1.62M – 271
2024
Q3 		$1.62M Buy
46,433
+2,019
+5% +$69K 0.14% 140
2024
Q2 		$1.5M Buy
44,414
+2,502
+6% +$83.8K 0.15% 120
2024
Q1 		$1.46M Buy
41,912
+1,807
+5% +$60K 0.15% 124
2023
Q4 		$1.24M Buy
+40,105
New +$1.18M 0.14% 131

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

KMG Fiduciary Partners's AB Position: Q4 2024 in Review

KMG Fiduciary Partners sold out of AllianceBernstein (AB) in Q4 2024, closing a stake of 46,433 shares — an estimated $1.62M sold.

KMG Fiduciary Partners first reported a position in AB in Q4 2023 and held it in 4 quarters. The position peaked at $1.62M in Q3 2024. 291 funds tracked by Wall St. Rank hold AB as of Q4 2024.

  • KMG Fiduciary Partners reported no remaining AllianceBernstein position as of Q4 2024 after selling out during the quarter.
  • KMG Fiduciary Partners sold 46,433 AllianceBernstein shares in Q4 2024, an estimated $1.62M.
  • KMG Fiduciary Partners first reported a position in AllianceBernstein in Q4 2023 and held it in 4 quarters.
  • KMG Fiduciary Partners's AllianceBernstein position peaked at $1.62M in Q3 2024.
  • 291 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2024.

Based on KMG Fiduciary Partners's 13F filing for Q4 2024, filed 15 Jan 2025.