Turtle Creek Wealth Advisors’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Turtle Creek Wealth Advisors’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
2024 Q1	–	Sell	-2,500	Closed	-$27.1K	–	205
2023 Q4	$27.1K	Buy	+2,500	New	+$24.9K	0.01%	367

Other funds holding AFB

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

PWS

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Turtle Creek Wealth Advisors's AFB Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q1 2024, closing a stake of 2,500 shares — an estimated $27.1K sold.

Turtle Creek Wealth Advisors first reported a position in AFB in Q4 2023 and held it in 1 quarter. The position peaked at $27.1K in Q4 2023. 83 funds tracked by Wall St. Rank hold AFB as of Q1 2024.

Turtle Creek Wealth Advisors reported no remaining AllianceBernstein National Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 2,500 AllianceBernstein National Municipal Income Fund shares in Q1 2024, an estimated $27.1K.
Turtle Creek Wealth Advisors first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2023 and held it in 1 quarter.
Turtle Creek Wealth Advisors's AllianceBernstein National Municipal Income Fund position peaked at $27.1K in Q4 2023.
83 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.