Sargent Bickham Lagudis’s AllianceBernstein AB Stock Holding History

Sargent Bickham Lagudis’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
2020 Q1	–	Sell	-333	Closed	-$10K	–	768
2019 Q4	$10K	Hold	333	–	–	﹤0.01%	607
2019 Q3	$10K	Hold	333	–	–	﹤0.01%	554
2019 Q2	$10K	Hold	333	–	–	﹤0.01%	584
2019 Q1	$10K	Hold	333	–	–	﹤0.01%	605
2018 Q4	$9K	Hold	333	–	–	﹤0.01%	586
2018 Q3	$10K	Hold	333	–	–	﹤0.01%	602
2018 Q2	$10K	Hold	333	–	–	﹤0.01%	582
2018 Q1	$9K	Hold	333	–	–	﹤0.01%	589
2017 Q4	$8K	Hold	333	–	–	﹤0.01%	634
2017 Q3	$8K	Hold	333	–	–	﹤0.01%	640
2017 Q2	$8K	Hold	333	–	–	﹤0.01%	599
2017 Q1	$8K	Hold	333	–	–	﹤0.01%	615
2016 Q4	$8K	Buy	+333	New	+$7.52K	﹤0.01%	581

Other funds holding AB

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Sargent Bickham Lagudis's AB Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of AllianceBernstein (AB) in Q1 2020, closing a stake of 333 shares — an estimated $10K sold.

Sargent Bickham Lagudis first reported a position in AB in Q4 2016 and held it in 13 quarters. The position peaked at $10K in Q4 2019. 181 funds tracked by Wall St. Rank hold AB as of Q1 2020.

Sargent Bickham Lagudis reported no remaining AllianceBernstein position as of Q1 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 333 AllianceBernstein shares in Q1 2020, an estimated $10K.
Sargent Bickham Lagudis first reported a position in AllianceBernstein in Q4 2016 and held it in 13 quarters.
Sargent Bickham Lagudis's AllianceBernstein position peaked at $10K in Q4 2019.
181 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.