LWP
AFB

Laurel Wealth Planning’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Laurel Wealth Planning’s Portfolio AFB Stock Details AFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,400
Closed -$30K – 236
2022
Q1 		$30K Buy
+2,400
New +$32.2K 0.02% 138

Other funds holding AFB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Laurel Wealth Planning's AFB Position: Q2 2022 in Review

Laurel Wealth Planning sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q2 2022, closing a stake of 2,400 shares — an estimated $30K sold.

Laurel Wealth Planning first reported a position in AFB in Q1 2022 and held it in 1 quarter. The position peaked at $30K in Q1 2022. 74 funds tracked by Wall St. Rank hold AFB as of Q2 2022.

  • Laurel Wealth Planning reported no remaining AllianceBernstein National Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 2,400 AllianceBernstein National Municipal Income Fund shares in Q2 2022, an estimated $30K.
  • Laurel Wealth Planning first reported a position in AllianceBernstein National Municipal Income Fund in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's AllianceBernstein National Municipal Income Fund position peaked at $30K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.