West Branch Capital’s AllianceBernstein AB Stock Holding History

West Branch Capital’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 Q4	–	Sell	-75	Closed	-$3K	–	454
2022 Q3	$3K	Buy	+75	New	+$3.17K	﹤0.01%	380

Other funds holding AB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

West Branch Capital's AB Position: Q4 2022 in Review

West Branch Capital sold out of AllianceBernstein (AB) in Q4 2022, closing a stake of 75 shares — an estimated $3K sold.

West Branch Capital first reported a position in AB in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 262 funds tracked by Wall St. Rank hold AB as of Q4 2022.

West Branch Capital reported no remaining AllianceBernstein position as of Q4 2022 after selling out during the quarter.
West Branch Capital sold 75 AllianceBernstein shares in Q4 2022, an estimated $3K.
West Branch Capital first reported a position in AllianceBernstein in Q3 2022 and held it in 1 quarter.
West Branch Capital's AllianceBernstein position peaked at $3K in Q3 2022.
262 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2022.

Based on West Branch Capital's 13F filing for Q4 2022, filed 27 Jan 2023.