RWA
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Redmont Wealth Advisors’s AllianceBernstein AB Stock Holding History

Redmont 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 		$438K Hold
11,373
– – 0.66% 43
2025
Q3 		$435K Hold
11,373
– – 0.61% 48
2025
Q2 		$464K Hold
11,373
– – 0.68% 45
2025
Q1 		$436K Hold
11,373
– – 0.85% 28
2024
Q4 		$422K Hold
11,373
– – 0.73% 43
2024
Q3 		$397K Hold
11,373
– – 0.61% 49
2024
Q2 		$384K Hold
11,373
– – 0.6% 48
2024
Q1 		$395K Hold
11,373
– – 0.55% 48
2023
Q4 		$353K Sell
11,373
-200
-2% -$5.88K 0.51% 52
2023
Q3 		$351K Hold
11,573
– – 0.62% 51
2023
Q2 		$372K Buy
11,573
+200
+2% +$6.85K 0.64% 54
2023
Q1 		$416K Sell
11,373
-2,052
-15% -$77.3K 0.84% 38
2022
Q4 		$461K Hold
13,425
– – 0.54% 52
2022
Q3 		$471K Hold
13,425
– – 0.61% 41
2022
Q2 		$558K Hold
13,425
– – 0.68% 33
2022
Q1 		$631K Hold
13,425
– – 0.67% 34
2021
Q4 		$656K Buy
+13,425
New +$702K 0.73% 36

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