Sound View Wealth Advisors Group’s AllianceBernstein Global High Income Fund AWF Stock Holding History

Sound View Wealth Advisors Group’s Portfolio AWF Stock Details AWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16,186	Closed	-$174K	–	411
2024 Q4	$174K	Buy	16,186 +15	+0.1%	+$164	0.01%	410
2024 Q3	$183K	Buy	+16,171	New	+$175K	0.02%	401
2024 Q1	–	Sell	-16,000	Closed	-$162K	–	373
2023 Q4	$162K	Hold	16,000	–	–	0.02%	376
2023 Q3	$155K	Buy	+16,000	New	+$158K	0.02%	356
2023 Q1	–	Sell	-16,000	Closed	-$162K	–	367
2022 Q4	$162K	Buy	+16,000	New	+$153K	0.02%	376

Other funds holding AWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sound View Wealth Advisors Group's AWF Position: Q1 2025 in Review

Sound View Wealth Advisors Group sold out of AllianceBernstein Global High Income Fund (AWF) in Q1 2025, closing a stake of 16,186 shares — an estimated $174K sold.

Sound View Wealth Advisors Group first reported a position in AWF in Q4 2022 and held it in 5 quarters. The position peaked at $183K in Q3 2024. 120 funds tracked by Wall St. Rank hold AWF as of Q1 2025.

Sound View Wealth Advisors Group reported no remaining AllianceBernstein Global High Income Fund position as of Q1 2025 after selling out during the quarter.
Sound View Wealth Advisors Group sold 16,186 AllianceBernstein Global High Income Fund shares in Q1 2025, an estimated $174K.
Sound View Wealth Advisors Group first reported a position in AllianceBernstein Global High Income Fund in Q4 2022 and held it in 5 quarters.
Sound View Wealth Advisors Group's AllianceBernstein Global High Income Fund position peaked at $183K in Q3 2024.
120 funds tracked by Wall St. Rank held AllianceBernstein Global High Income Fund as of Q1 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2025, filed 8 May 2025.