MFA Wealth Advisors’s AllianceBernstein AB Stock Holding History

MFA Wealth 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 Q4	–	Sell	-100	Closed	-$3.49K	–	77
2024 Q3	$3.49K	Hold	100	–	–	﹤0.01%	408
2024 Q2	$3.38K	Buy	+100	New	+$3.35K	﹤0.01%	419

Other funds holding AB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

MFA Wealth Advisors's AB Position: Q4 2024 in Review

MFA Wealth Advisors sold out of AllianceBernstein (AB) in Q4 2024, closing a stake of 100 shares — an estimated $3.49K sold.

MFA Wealth Advisors first reported a position in AB in Q2 2024 and held it in 2 quarters. The position peaked at $3.49K in Q3 2024. 291 funds tracked by Wall St. Rank hold AB as of Q4 2024.

MFA Wealth Advisors reported no remaining AllianceBernstein position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 100 AllianceBernstein shares in Q4 2024, an estimated $3.49K.
MFA Wealth Advisors first reported a position in AllianceBernstein in Q2 2024 and held it in 2 quarters.
MFA Wealth Advisors's AllianceBernstein position peaked at $3.49K in Q3 2024.
291 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.