Rise Advisors’s AllianceBernstein AB Stock Holding History

Rise 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
2023 Q2	–	Sell	-120	Closed	-$4.38K	–	679
2023 Q1	$4.38K	Buy	120 +2	+2%	+$75	﹤0.01%	469
2022 Q4	$4.04K	Buy	118 +2	+2%	+$74	﹤0.01%	472
2022 Q3	$4K	Buy	116 +2	+2%	+$85	﹤0.01%	450
2022 Q2	$5K	Buy	114 +3	+3%	+$126	0.01%	429
2022 Q1	$5K	Buy	111 +3	+3%	+$140	﹤0.01%	410
2021 Q4	$5.28K	Buy	+108	New	+$5.65K	0.01%	402

Other funds holding AB

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

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

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rise Advisors's AB Position: Q2 2023 in Review

Rise Advisors sold out of AllianceBernstein (AB) in Q2 2023, closing a stake of 120 shares — an estimated $4.38K sold.

Rise Advisors first reported a position in AB in Q4 2021 and held it in 6 quarters. The position peaked at $5.28K in Q4 2021. 239 funds tracked by Wall St. Rank hold AB as of Q2 2023.

Rise Advisors reported no remaining AllianceBernstein position as of Q2 2023 after selling out during the quarter.
Rise Advisors sold 120 AllianceBernstein shares in Q2 2023, an estimated $4.38K.
Rise Advisors first reported a position in AllianceBernstein in Q4 2021 and held it in 6 quarters.
Rise Advisors's AllianceBernstein position peaked at $5.28K in Q4 2021.
239 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.