Total Clarity Wealth Management’s AllianceBernstein AB Stock Holding History

Total Clarity 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	-11,722	Closed	-$403K	–	177
2022 Q4	$403K	Buy	11,722 +479	+4%	+$17.7K	0.21%	124
2022 Q3	$394K	Buy	11,243 +1,459	+15%	+$61.7K	0.25%	119
2022 Q2	$407K	Buy	9,784 +204	+2%	+$8.57K	0.21%	116
2022 Q1	$450K	Buy	9,580 +4,207	+78%	+$196K	0.25%	110
2021 Q4	$262K	Buy	5,373 +2,866	+114%	+$150K	0.12%	177
2021 Q3	$124K	Buy	+2,507	New	+$124K	0.06%	277

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

Total Clarity Wealth Management's AB Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of AllianceBernstein (AB) in Q1 2023, closing a stake of 11,722 shares — an estimated $403K sold.

Total Clarity Wealth Management first reported a position in AB in Q3 2021 and held it in 6 quarters. The position peaked at $450K in Q1 2022. 258 funds tracked by Wall St. Rank hold AB as of Q1 2023.

Total Clarity Wealth Management reported no remaining AllianceBernstein position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 11,722 AllianceBernstein shares in Q1 2023, an estimated $403K.
Total Clarity Wealth Management first reported a position in AllianceBernstein in Q3 2021 and held it in 6 quarters.
Total Clarity Wealth Management's AllianceBernstein position peaked at $450K in Q1 2022.
258 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.