Patriot Financial Group Insurance Agency’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-165	Closed	-$2K	–	444
2022 Q2	$2K	Hold	165	–	–	﹤0.01%	1713
2022 Q1	$2K	Hold	165	–	–	﹤0.01%	1826
2021 Q4	$2K	Hold	165	–	–	﹤0.01%	1909
2021 Q3	$2K	Hold	165	–	–	﹤0.01%	1906
2021 Q2	$3K	Hold	165	–	–	﹤0.01%	1756
2021 Q1	$2K	Buy	+165	New	+$2.36K	﹤0.01%	1743

Other funds holding AFB

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 0.79% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's AFB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q3 2022, closing a stake of 165 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in AFB in Q1 2021 and held it in 6 quarters. The position peaked at $3K in Q2 2021. 75 funds tracked by Wall St. Rank hold AFB as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining AllianceBernstein National Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 165 AllianceBernstein National Municipal Income Fund shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in AllianceBernstein National Municipal Income Fund in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's AllianceBernstein National Municipal Income Fund position peaked at $3K in Q2 2021.
75 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.