Wealthspire Advisors (New York)’s AllianceBernstein AB Stock Holding History

Wealthspire Advisors (New York)’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
2023 Q2	–	Sell	-6,813	Closed	-$249K	–	561
2023 Q1	$249K	Buy	6,813 +94	+1%	+$3.54K	﹤0.01%	469
2022 Q4	$231K	Hold	6,719	–	–	﹤0.01%	512
2022 Q3	$236K	Buy	+6,719	New	+$284K	﹤0.01%	449

Other funds holding AB

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s AB Position: Q2 2023 in Review

Wealthspire Advisors (New York) sold out of AllianceBernstein (AB) in Q2 2023, closing a stake of 6,813 shares — an estimated $249K sold.

Wealthspire Advisors (New York) first reported a position in AB in Q3 2022 and held it in 3 quarters. The position peaked at $249K in Q1 2023. 239 funds tracked by Wall St. Rank hold AB as of Q2 2023.

Wealthspire Advisors (New York) reported no remaining AllianceBernstein position as of Q2 2023 after selling out during the quarter.
Wealthspire Advisors (New York) sold 6,813 AllianceBernstein shares in Q2 2023, an estimated $249K.
Wealthspire Advisors (New York) first reported a position in AllianceBernstein in Q3 2022 and held it in 3 quarters.
Wealthspire Advisors (New York)'s AllianceBernstein position peaked at $249K in Q1 2023.
239 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2023, filed 1 Aug 2023.