AB Tax-MGD WLTH App Stra-AdvATWYX
13F holders, Q3 2024 (September 30)1holders −1
0new positions
1sold out
$22.88avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding AB Tax-MGD WLTH App Stra-Adv (ATWYX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holder was Fulton Bank, N.A. ($566K).
- Company
- AB Tax-MGD WLTH App Stra-Adv
- Filed as
- AB PORTFOLIOS (Q3 2024)
- CUSIP
- 01877F534
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $399K |
All 13F filers, Q2 2024 → Q3 2024: 18,258 shares sold, net −18,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Fulton Bank, N.A. | 0.02% | No change | 24,724 | $566K |
"% of holder's portfolio" is ATWYX's weight in each manager's 13F, not the share of AB Tax-MGD WLTH App Stra-Adv the manager owns.