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Pure Financial Advisors’s AllianceBernstein AB Stock Holding History

Pure Financial 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
-5,894
Closed -$206K – 350
2024
Q3 		$206K Sell
5,894
-382
-6% -$13.1K ﹤0.01% 317
2024
Q2 		$212K Buy
+6,276
New +$210K 0.01% 301

Other funds holding AB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pure Financial Advisors's AB Position: Q4 2024 in Review

Pure Financial Advisors sold out of AllianceBernstein (AB) in Q4 2024, closing a stake of 5,894 shares — an estimated $206K sold.

Pure Financial Advisors first reported a position in AB in Q2 2024 and held it in 2 quarters. The position peaked at $212K in Q2 2024. 291 funds tracked by Wall St. Rank hold AB as of Q4 2024.

  • Pure Financial Advisors reported no remaining AllianceBernstein position as of Q4 2024 after selling out during the quarter.
  • Pure Financial Advisors sold 5,894 AllianceBernstein shares in Q4 2024, an estimated $206K.
  • Pure Financial Advisors first reported a position in AllianceBernstein in Q2 2024 and held it in 2 quarters.
  • Pure Financial Advisors's AllianceBernstein position peaked at $212K in Q2 2024.
  • 291 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2024.

Based on Pure Financial Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.