Meridian Wealth Management’s AllianceBernstein AB Stock Holding History

Meridian 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
2022 Q2	–	Sell	-5,275	Closed	-$248K	–	557
2022 Q1	$248K	Buy	5,275 +323	+7%	+$15K	0.03%	343
2021 Q4	$242K	Buy	+4,952	New	+$259K	0.03%	357
2020 Q1	–	Sell	-7,155	Closed	-$216K	–	202
2019 Q4	$216K	Hold	7,155	–	–	0.1%	187
2019 Q3	$210K	Sell	7,155 -660	-8%	-$19.2K	0.1%	191
2019 Q2	$2.32K	Sell	7,815 -100	-1%	-$2.9K	0.09%	182
2019 Q1	$229K	Buy	7,915 +355	+5%	+$10.4K	0.1%	169
2018 Q4	$207K	Buy	7,560 +500	+7%	+$14.4K	0.12%	147
2018 Q3	$215K	Buy	+7,060	New	+$211K	0.09%	156

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Meridian Wealth Management's AB Position: Q2 2022 in Review

Meridian Wealth Management sold out of AllianceBernstein (AB) in Q2 2022, closing a stake of 5,275 shares — an estimated $248K sold.

Meridian Wealth Management first reported a position in AB in Q3 2018 and held it in 8 quarters. The position peaked at $248K in Q1 2022. 279 funds tracked by Wall St. Rank hold AB as of Q2 2022.

Meridian Wealth Management reported no remaining AllianceBernstein position as of Q2 2022 after selling out during the quarter.
Meridian Wealth Management sold 5,275 AllianceBernstein shares in Q2 2022, an estimated $248K.
Meridian Wealth Management first reported a position in AllianceBernstein in Q3 2018 and held it in 8 quarters.
Meridian Wealth Management's AllianceBernstein position peaked at $248K in Q1 2022.
279 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2022.

Based on Meridian Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.