V Wealth Advisors’s AllianceBernstein AB Stock Holding History

V Wealth Advisors’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 Q2	–	Sell	-5,184	Closed	-$243K	–	405
2022 Q1	$243K	Sell	5,184 -392	-7%	-$18.2K	0.04%	383
2021 Q4	$273K	Sell	5,576 -1,023	-16%	-$53.5K	0.04%	370
2021 Q3	$327K	Buy	6,599 +289	+5%	+$14.2K	0.05%	342
2021 Q2	$294K	Buy	6,310 +1,098	+21%	+$47.8K	0.05%	368
2021 Q1	$208K	Buy	+5,212	New	+$196K	0.04%	400
2017 Q3	–	Sell	-100	Closed	-$2K	–	192
2017 Q2	$2K	Buy	+100	New	+$2.24K	﹤0.01%	730

Other funds holding AB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

V Wealth Advisors's AB Position: Q2 2022 in Review

V Wealth Advisors sold out of AllianceBernstein (AB) in Q2 2022, closing a stake of 5,184 shares — an estimated $243K sold.

V Wealth Advisors first reported a position in AB in Q2 2017 and held it in 6 quarters. The position peaked at $327K in Q3 2021. 279 funds tracked by Wall St. Rank hold AB as of Q2 2022.

V Wealth Advisors reported no remaining AllianceBernstein position as of Q2 2022 after selling out during the quarter.
V Wealth Advisors sold 5,184 AllianceBernstein shares in Q2 2022, an estimated $243K.
V Wealth Advisors first reported a position in AllianceBernstein in Q2 2017 and held it in 6 quarters.
V Wealth Advisors's AllianceBernstein position peaked at $327K in Q3 2021.
279 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.