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Prevail Innovative Wealth Advisors’s AllianceBernstein AB Stock Holding History

Prevail Innovative 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
2025
Q4 		– Sell
-28,385
Closed -$1.08M – 189
2025
Q3 		$1.08M Buy
28,385
+6,563
+30% +$263K 0.21% 146
2025
Q2 		$891K Buy
21,822
+10,803
+98% +$424K 0.2% 139
2025
Q1 		$422K Buy
+11,019
New +$415K 0.11% 148
2024
Q3 		– Sell
-35,011
Closed -$1.18M – 159
2024
Q2 		$1.18M Buy
35,011
+5,510
+19% +$184K 0.42% 82
2024
Q1 		$1.02M Buy
29,501
+5,916
+25% +$197K 0.38% 90
2023
Q4 		$732K Buy
23,585
+10,863
+85% +$319K 0.35% 81
2023
Q3 		$386K Buy
+12,722
New +$404K 0.2% 98

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return