Spire Wealth Management’s AllianceBernstein AB Stock Holding History

Spire Wealth Management’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	-622	Closed	-$21K	–	2473
2022 Q4	$21K	Sell	622 -83	-12%	-$3.08K	﹤0.01%	1342
2022 Q3	$25K	Sell	705 -700	-50%	-$29.6K	﹤0.01%	1232
2022 Q2	$58K	Sell	1,405 -100	-7%	-$4.2K	﹤0.01%	1228
2022 Q1	$71K	Sell	1,505 -125	-8%	-$5.81K	﹤0.01%	1304
2021 Q4	$80K	Buy	1,630 +230	+16%	+$12K	﹤0.01%	1503
2021 Q3	$69K	Hold	1,400	–	–	﹤0.01%	1339
2021 Q2	$65K	Sell	1,400 -325	-19%	-$14.2K	﹤0.01%	1371
2021 Q1	$69K	Buy	+1,725	New	+$64.7K	﹤0.01%	1562

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

Spire Wealth Management's AB Position: Q1 2023 in Review

Spire Wealth Management sold out of AllianceBernstein (AB) in Q1 2023, closing a stake of 622 shares — an estimated $21K sold.

Spire Wealth Management first reported a position in AB in Q1 2021 and held it in 8 quarters. The position peaked at $80K in Q4 2021. 258 funds tracked by Wall St. Rank hold AB as of Q1 2023.

Spire Wealth Management reported no remaining AllianceBernstein position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 622 AllianceBernstein shares in Q1 2023, an estimated $21K.
Spire Wealth Management first reported a position in AllianceBernstein in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's AllianceBernstein position peaked at $80K in Q4 2021.
258 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.