LM Advisors’s AllianceBernstein AB Stock Holding History

LM 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
2024 Q1	–	Sell	-2,150	Closed	-$66.7K	–	217
2023 Q4	$66.7K	Buy	+2,150	New	+$63.2K	0.01%	289

Other funds holding AB

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

CAM

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LM Advisors's AB Position: Q1 2024 in Review

LM Advisors sold out of AllianceBernstein (AB) in Q1 2024, closing a stake of 2,150 shares — an estimated $66.7K sold.

LM Advisors first reported a position in AB in Q4 2023 and held it in 1 quarter. The position peaked at $66.7K in Q4 2023. 243 funds tracked by Wall St. Rank hold AB as of Q1 2024.

LM Advisors reported no remaining AllianceBernstein position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 2,150 AllianceBernstein shares in Q1 2024, an estimated $66.7K.
LM Advisors first reported a position in AllianceBernstein in Q4 2023 and held it in 1 quarter.
LM Advisors's AllianceBernstein position peaked at $66.7K in Q4 2023.
243 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.