Ranch Capital Advisors’s AllianceBernstein AB Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-723	Closed	-$36K	–	158
2021 Q3	$36K	Hold	723	–	–	0.02%	300
2021 Q2	$33K	Hold	723	–	–	0.02%	380
2021 Q1	$28K	Hold	723	–	–	0.02%	392
2020 Q4	$24K	Hold	723	–	–	0.02%	425
2020 Q3	$19K	Hold	723	–	–	0.02%	461
2020 Q2	$20K	Sell	723 -300	-29%	-$6.96K	0.02%	468
2020 Q1	$19K	Hold	1,023	–	–	0.02%	449
2019 Q4	$31K	Buy	+1,023	New	+$29.8K	0.03%	419

Other funds holding AB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ranch Capital Advisors's AB Position: Q4 2021 in Review

Ranch Capital Advisors sold out of AllianceBernstein (AB) in Q4 2021, closing a stake of 723 shares — an estimated $36K sold.

Ranch Capital Advisors first reported a position in AB in Q4 2019 and held it in 8 quarters. The position peaked at $36K in Q3 2021. 297 funds tracked by Wall St. Rank hold AB as of Q4 2021.

Ranch Capital Advisors reported no remaining AllianceBernstein position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 723 AllianceBernstein shares in Q4 2021, an estimated $36K.
Ranch Capital Advisors first reported a position in AllianceBernstein in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's AllianceBernstein position peaked at $36K in Q3 2021.
297 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.