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Raab & Moskowitz Asset Management’s AllianceBernstein AB Stock Holding History

Raab & Moskowitz Asset Management’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
Q2 		– Sell
-7,000
Closed -$243K – 168
2024
Q1 		$243K Buy
+7,000
New +$233K 0.07% 160

Other funds holding AB

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Raab & Moskowitz Asset Management's AB Position: Q2 2024 in Review

Raab & Moskowitz Asset Management sold out of AllianceBernstein (AB) in Q2 2024, closing a stake of 7,000 shares — an estimated $243K sold.

Raab & Moskowitz Asset Management first reported a position in AB in Q1 2024 and held it in 1 quarter. The position peaked at $243K in Q1 2024. 249 funds tracked by Wall St. Rank hold AB as of Q2 2024.

  • Raab & Moskowitz Asset Management reported no remaining AllianceBernstein position as of Q2 2024 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 7,000 AllianceBernstein shares in Q2 2024, an estimated $243K.
  • Raab & Moskowitz Asset Management first reported a position in AllianceBernstein in Q1 2024 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's AllianceBernstein position peaked at $243K in Q1 2024.
  • 249 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2024.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2024, filed 15 Aug 2024.