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WR Wealth Planners’s AllianceBernstein AB Stock Holding History

WR Wealth Planners’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
-38
Closed -$1.41K – 503
2022
Q3 		$1.33K Hold
38
– – ﹤0.01% 406
2022
Q2 		$1.58K Hold
38
– – ﹤0.01% 433
2022
Q1 		$1.79K Buy
+38
New +$1.77K ﹤0.01% 433

Other funds holding AB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WR Wealth Planners's AB Position: Q4 2022 in Review

WR Wealth Planners sold out of AllianceBernstein (AB) in Q4 2022, closing a stake of 38 shares — an estimated $1.41K sold.

WR Wealth Planners first reported a position in AB in Q1 2022 and held it in 3 quarters. The position peaked at $1.79K in Q1 2022. 262 funds tracked by Wall St. Rank hold AB as of Q4 2022.

  • WR Wealth Planners reported no remaining AllianceBernstein position as of Q4 2022 after selling out during the quarter.
  • WR Wealth Planners sold 38 AllianceBernstein shares in Q4 2022, an estimated $1.41K.
  • WR Wealth Planners first reported a position in AllianceBernstein in Q1 2022 and held it in 3 quarters.
  • WR Wealth Planners's AllianceBernstein position peaked at $1.79K in Q1 2022.
  • 262 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.