Triad Wealth Partners’s AllianceBernstein AB Stock Holding History

Triad Wealth Partners’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
2024 Q3	–	Sell	-150	Closed	-$5.07K	–	51
2024 Q2	$5.07K	Buy	+150	New	+$5.02K	﹤0.01%	564

Other funds holding AB

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Triad Wealth Partners's AB Position: Q3 2024 in Review

Triad Wealth Partners sold out of AllianceBernstein (AB) in Q3 2024, closing a stake of 150 shares — an estimated $5.07K sold.

Triad Wealth Partners first reported a position in AB in Q2 2024 and held it in 1 quarter. The position peaked at $5.07K in Q2 2024. 259 funds tracked by Wall St. Rank hold AB as of Q3 2024.

Triad Wealth Partners reported no remaining AllianceBernstein position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 150 AllianceBernstein shares in Q3 2024, an estimated $5.07K.
Triad Wealth Partners first reported a position in AllianceBernstein in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's AllianceBernstein position peaked at $5.07K in Q2 2024.
259 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.