Planned Solutions’s AllianceBernstein AB Stock Holding History

Planned Solutions’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	-541	Closed	-$18.9K	–	114
2024 Q3	$18.9K	Buy	+541	New	+$18.5K	0.01%	396
2024 Q1	–	Sell	-541	Closed	-$16.8K	–	103
2023 Q4	$16.8K	Buy	+541	New	+$15.9K	0.01%	383

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

Planned Solutions's AB Position: Q4 2024 in Review

Planned Solutions sold out of AllianceBernstein (AB) in Q4 2024, closing a stake of 541 shares — an estimated $18.9K sold.

Planned Solutions first reported a position in AB in Q4 2023 and held it in 2 quarters. The position peaked at $18.9K in Q3 2024. 291 funds tracked by Wall St. Rank hold AB as of Q4 2024.

Planned Solutions reported no remaining AllianceBernstein position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 541 AllianceBernstein shares in Q4 2024, an estimated $18.9K.
Planned Solutions first reported a position in AllianceBernstein in Q4 2023 and held it in 2 quarters.
Planned Solutions's AllianceBernstein position peaked at $18.9K in Q3 2024.
291 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.