Spire Wealth Management’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Spire Wealth Management’s Portfolio AFB Stock Details AFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-7,375	Closed	-$110K	–	2920
2021 Q3	$110K	Sell	7,375 -4,970	-40%	-$74.9K	﹤0.01%	1162
2021 Q2	$188K	Sell	12,345 -4,350	-26%	-$63.8K	0.01%	959
2021 Q1	$238K	Buy	+16,695	New	+$238K	0.01%	990

Other funds holding AFB

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Spire Wealth Management's AFB Position: Q4 2021 in Review

Spire Wealth Management sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q4 2021, closing a stake of 7,375 shares — an estimated $110K sold.

Spire Wealth Management first reported a position in AFB in Q1 2021 and held it in 3 quarters. The position peaked at $238K in Q1 2021. 67 funds tracked by Wall St. Rank hold AFB as of Q4 2021.

Spire Wealth Management reported no remaining AllianceBernstein National Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
Spire Wealth Management sold 7,375 AllianceBernstein National Municipal Income Fund shares in Q4 2021, an estimated $110K.
Spire Wealth Management first reported a position in AllianceBernstein National Municipal Income Fund in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's AllianceBernstein National Municipal Income Fund position peaked at $238K in Q1 2021.
67 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.