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Stone House Investment Management’s AllianceBernstein AB Stock Holding History

Stone House Investment 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
Q3 		– Sell
-244
Closed -$7.84K – 337
2023
Q2 		$7.84K Buy
244
+5
+2% +$171 ﹤0.01% 175
2023
Q1 		$8.75K Buy
+239
New +$9K ﹤0.01% 173

Other funds holding AB

CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Stone House Investment Management's AB Position: Q3 2023 in Review

Stone House Investment Management sold out of AllianceBernstein (AB) in Q3 2023, closing a stake of 244 shares — an estimated $7.84K sold.

Stone House Investment Management first reported a position in AB in Q1 2023 and held it in 2 quarters. The position peaked at $8.75K in Q1 2023. 232 funds tracked by Wall St. Rank hold AB as of Q3 2023.

  • Stone House Investment Management reported no remaining AllianceBernstein position as of Q3 2023 after selling out during the quarter.
  • Stone House Investment Management sold 244 AllianceBernstein shares in Q3 2023, an estimated $7.84K.
  • Stone House Investment Management first reported a position in AllianceBernstein in Q1 2023 and held it in 2 quarters.
  • Stone House Investment Management's AllianceBernstein position peaked at $8.75K in Q1 2023.
  • 232 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2023.

Based on Stone House Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.