Wipfli Financial Advisors’s AllianceBernstein AB Stock Holding History

Wipfli Financial 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 Q3	$6K	Buy	+175	New	+$7.4K	﹤0.01%	1994

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return

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

Wipfli Financial Advisors's AB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in AllianceBernstein (AB) in Q3 2022: 175 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1994 among its holdings.

267 funds tracked by Wall St. Rank hold AB as of Q3 2022.

Wipfli Financial Advisors held 175 shares of AllianceBernstein worth $6K as of Q3 2022.
AllianceBernstein was a new Wipfli Financial Advisors position in Q3 2022.
AllianceBernstein made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1994 holding.
267 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.