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Redwood Wealth Management Group’s AllianceBernstein AB Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-4,010
Closed -$135K – 161
2024
Q2 		$135K Buy
+4,010
New +$134K 0.1% 159

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Redwood Wealth Management Group's AB Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of AllianceBernstein (AB) in Q3 2024, closing a stake of 4,010 shares — an estimated $135K sold.

Redwood Wealth Management Group first reported a position in AB in Q2 2024 and held it in 1 quarter. The position peaked at $135K in Q2 2024. 259 funds tracked by Wall St. Rank hold AB as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining AllianceBernstein position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 4,010 AllianceBernstein shares in Q3 2024, an estimated $135K.
  • Redwood Wealth Management Group first reported a position in AllianceBernstein in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's AllianceBernstein position peaked at $135K in Q2 2024.
  • 259 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.