Retirement Planning Company of New England’s AllianceBernstein AB Stock Holding History

Retirement Planning Company of New England’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 Q1	–	Sell	-7,008	Closed	-$260K	–	230
2024 Q4	$260K	Buy	+7,008	New	+$255K	0.13%	189
2022 Q1	–	Sell	-3,538	Closed	-$172K	–	232
2021 Q4	$172K	Buy	+3,538	New	+$185K	0.08%	236

Other funds holding AB

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Retirement Planning Company of New England's AB Position: Q1 2025 in Review

Retirement Planning Company of New England sold out of AllianceBernstein (AB) in Q1 2025, closing a stake of 7,008 shares — an estimated $260K sold.

Retirement Planning Company of New England first reported a position in AB in Q4 2021 and held it in 2 quarters. The position peaked at $260K in Q4 2024. 291 funds tracked by Wall St. Rank hold AB as of Q1 2025.

Retirement Planning Company of New England reported no remaining AllianceBernstein position as of Q1 2025 after selling out during the quarter.
Retirement Planning Company of New England sold 7,008 AllianceBernstein shares in Q1 2025, an estimated $260K.
Retirement Planning Company of New England first reported a position in AllianceBernstein in Q4 2021 and held it in 2 quarters.
Retirement Planning Company of New England's AllianceBernstein position peaked at $260K in Q4 2024.
291 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2025.

Based on Retirement Planning Company of New England's 13F filing for Q1 2025, filed 2 May 2025.