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Tyler-Stone Wealth Management’s AllianceBernstein AB Stock Holding History

Tyler-Stone 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
2022
Q3 		– Sell
-140
Closed -$6K – 852
2022
Q2 		$6K Buy
+140
New +$5.88K ﹤0.01% 624

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tyler-Stone Wealth Management's AB Position: Q3 2022 in Review

Tyler-Stone Wealth Management sold out of AllianceBernstein (AB) in Q3 2022, closing a stake of 140 shares — an estimated $6K sold.

Tyler-Stone Wealth Management first reported a position in AB in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 267 funds tracked by Wall St. Rank hold AB as of Q3 2022.

  • Tyler-Stone Wealth Management reported no remaining AllianceBernstein position as of Q3 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 140 AllianceBernstein shares in Q3 2022, an estimated $6K.
  • Tyler-Stone Wealth Management first reported a position in AllianceBernstein in Q2 2022 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's AllianceBernstein position peaked at $6K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.