RWMG
AFB

Redwood Wealth Management Group’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Redwood Wealth Management Group’s Portfolio AFB Stock Details AFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,202
Closed -$24.5K – 182
2024
Q2 		$24.5K Buy
+2,202
New +$23.7K 0.02% 413

Other funds holding AFB

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q3 2024, closing a stake of 2,202 shares — an estimated $24.5K sold.

Redwood Wealth Management Group first reported a position in AFB in Q2 2024 and held it in 1 quarter. The position peaked at $24.5K in Q2 2024. 80 funds tracked by Wall St. Rank hold AFB as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining AllianceBernstein National Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2,202 AllianceBernstein National Municipal Income Fund shares in Q3 2024, an estimated $24.5K.
  • Redwood Wealth Management Group first reported a position in AllianceBernstein National Municipal Income Fund in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's AllianceBernstein National Municipal Income Fund position peaked at $24.5K in Q2 2024.
  • 80 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q3 2024.

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