Wealthcare Advisory Partners’s AllianceBernstein AB Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-1,440	Closed	-$58K	–	556
2021 Q1	$58K	Buy	+1,440	New	+$54K	﹤0.01%	831
2020 Q2	–	Sell	-2,055	Closed	-$38K	–	324
2020 Q1	$38K	Buy	2,055 +1,491	+264%	+$44K	0.01%	565
2019 Q4	$17K	Buy	564 +4	+0.7%	+$117	﹤0.01%	799
2019 Q3	$16K	Buy	+560	New	+$16.3K	﹤0.01%	800

Other funds holding AB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Wealthcare Advisory Partners's AB Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of AllianceBernstein (AB) in Q2 2021, closing a stake of 1,440 shares — an estimated $58K sold.

Wealthcare Advisory Partners first reported a position in AB in Q3 2019 and held it in 4 quarters. The position peaked at $58K in Q1 2021. 264 funds tracked by Wall St. Rank hold AB as of Q2 2021.

Wealthcare Advisory Partners reported no remaining AllianceBernstein position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,440 AllianceBernstein shares in Q2 2021, an estimated $58K.
Wealthcare Advisory Partners first reported a position in AllianceBernstein in Q3 2019 and held it in 4 quarters.
Wealthcare Advisory Partners's AllianceBernstein position peaked at $58K in Q1 2021.
264 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.