Mariner Independent Advisor Network’s AllianceBernstein AB Stock Holding History

Mariner Independent Advisor Network’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 Q3	$488K	Hold	13,916	–	–	0.02%	474
2022 Q2	$581K	Buy	13,916 +1,200	+9%	+$50.4K	0.02%	455
2022 Q1	$601K	Buy	12,716 +1,600	+14%	+$74.4K	0.02%	427
2021 Q4	$542K	Sell	11,116 -1,700	-13%	-$88.9K	0.03%	387
2021 Q3	$622K	Hold	12,816	–	–	0.03%	378
2021 Q2	$597K	Sell	12,816 -550	-4%	-$24K	0.03%	402
2021 Q1	$535K	Buy	13,366 +3,000	+29%	+$113K	0.03%	356
2020 Q4	$350K	Buy	10,366 +1	+0%	+$32	0.02%	369
2020 Q3	$280K	Hold	10,365	–	–	0.02%	294
2020 Q2	$280K	Buy	+10,365	New	+$240K	0.03%	297
2020 Q1	–	Sell	-10,965	Closed	-$332K	–	349
2019 Q4	$332K	Hold	10,965	–	–	0.02%	345
2019 Q3	$321K	Sell	10,965 -740	-6%	-$21.5K	0.02%	347
2019 Q2	$349K	Buy	+11,705	New	+$340K	0.03%	338
2019 Q1	–	Sell	-15,435	Closed	-$428K	–	353
2018 Q4	$428K	Buy	+15,435	New	+$444K	0.04%	307

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Independent Advisor Network's AB Position: Q3 2022 in Review

Mariner Independent Advisor Network held its AllianceBernstein (AB) position steady in Q3 2022 at 13,916 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #474.

Mariner Independent Advisor Network first reported a position in AB in Q4 2018 and has held it in 14 quarters since. The position peaked at $622K in Q3 2021. 267 funds tracked by Wall St. Rank hold AB as of Q3 2022.

Mariner Independent Advisor Network held 13,916 shares of AllianceBernstein worth $488K as of Q3 2022.
Mariner Independent Advisor Network left its AllianceBernstein share count unchanged in Q3 2022.
AllianceBernstein made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #474 holding.
Mariner Independent Advisor Network first reported a position in AllianceBernstein in Q4 2018 and has held it in 14 quarters since.
Mariner Independent Advisor Network's AllianceBernstein position peaked at $622K in Q3 2021.
267 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.