SageView Advisory Group’s AllianceBernstein AB Stock Holding History

SageView Advisory 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
2023 Q1	–	Sell	-17,194	Closed	-$591K	–	459
2022 Q4	$591K	Buy	+17,194	New	+$637K	0.05%	221

Other funds holding AB

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

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

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

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

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

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

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

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

SageView Advisory Group's AB Position: Q1 2023 in Review

SageView Advisory Group sold out of AllianceBernstein (AB) in Q1 2023, closing a stake of 17,194 shares — an estimated $591K sold.

SageView Advisory Group first reported a position in AB in Q4 2022 and held it in 1 quarter. The position peaked at $591K in Q4 2022. 258 funds tracked by Wall St. Rank hold AB as of Q1 2023.

SageView Advisory Group reported no remaining AllianceBernstein position as of Q1 2023 after selling out during the quarter.
SageView Advisory Group sold 17,194 AllianceBernstein shares in Q1 2023, an estimated $591K.
SageView Advisory Group first reported a position in AllianceBernstein in Q4 2022 and held it in 1 quarter.
SageView Advisory Group's AllianceBernstein position peaked at $591K in Q4 2022.
258 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2023.

Based on SageView Advisory Group's 13F filing for Q1 2023, filed 2 May 2023.