AllianceBernstein Holding L.P. is a publicly owned investment manager. The firm is a related adviser The firm manages separate client focused portfolios for its clients. The firm primarily invests in common and preferred stocks, warrants and convertible securities, government and corporate fxed-income securities, commodities, currencies, real estate-related assets and infation-protected securities. The firm employs quantitative analysis along with long-term purchases, short-term purchases, trading, short sales, margin transactions, option strategies including writing covered options, uncovered options and spread strategies to make its investments. The firm obtains external research to complement its in-house research. The firm was formerly known as Alliance Capital Management Holding LP. AllianceBernstein Holding L.P. was founded in 1967 and is based in Nashville,Tennessee.

AllianceBernstein Holding L.P.

The following are the top rated Financial stocks according to Validea's Patient Investor model based on the published strategy of Warren Buffett. This strategy seeks out firms with long-term, predictable profitability and low debt that trade at reasonable valuations.
MARSH & MCLENNAN COMPANIES INC (MMC) is a large-cap growth stock in the Insurance (Miscellaneous) industry. The rating according to our strategy based on Warren Buffett is 93% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Marsh & McLennan Companies, Inc. is a professional services company in the areas of risk, strategy and people. The Company conducts business through two segments: Risk and Insurance Services, and Consulting. Risk and Insurance Services segment includes risk management activities (risk advice, risk transfer and risk control and mitigation solutions) as well as insurance and reinsurance broking and services. It conducts business in this segment through Marsh and Guy Carpenter. Marsh is an insurance broker and risk advisor, serving companies, institutions and individuals. Guy Carpenter is a reinsurance intermediary and advisor. Consulting segment includes health, wealth and career advice, solutions and products, and specialized management, strategic, economic and brand consulting services. It conducts business in this segment through Mercer and Oliver Wyman Group. Oliver Wyman Group serves as a critical strategic, economic and brand advisor to private sector and governmental clients.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of MARSH & MCLENNAN COMPANIES INC
LPL FINANCIAL HOLDINGS INC (LPLA) is a large-cap growth stock in the Investment Services industry. The rating according to our strategy based on Warren Buffett is 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It also offers wealth management solutions.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of LPL FINANCIAL HOLDINGS INC
AMERIPRISE FINANCIAL, INC. (AMP) is a large-cap growth stock in the Investment Services industry. The rating according to our strategy based on Warren Buffett is 86% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Ameriprise Financial, Inc. is a diversified financial services company. The CompanyGs segments include Advice & Wealth Management, Asset Management, Retirement & Protection Solutions and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice, as well as full-service brokerage services, primarily to retail clients through the CompanyGs advisors. The Asset Management segment provides investment management, advice and products to retail, high net worth and institutional clients on a global scale through the Columbia Threadneedle Investments brand. It provides institutional products and services through its institutional sales force. The Retirement & Protection Solutions segment includes retirement solutions (variable annuities and payout annuities) and protection solutions (life and disability income insurance). Retirement Solutions provides variable annuity products by RiverSource Life companies to individual clients.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of AMERIPRISE FINANCIAL, INC.
ALLIANCEBERNSTEIN HOLDING LP (AB) is a mid-cap value stock in the Investment Services industry. The rating according to our strategy based on Warren Buffett is 86% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: AllianceBernstein Holding L.P. is a global investment management and research company. It provides diversified investment management, research, and related services to a range of clients. It offers Institutional Services to its institutional clients, which include private and public pension plans, foundations and endowments, insurance companies, central banks, and governments worldwide, and affiliates, such as Equitable Holdings, Inc. (EQH) and its subsidiaries. It offers retail services to its retail clients, primarily by means of retail mutual funds sponsored by the Company or an affiliated company, sub-advisory relationships with mutual funds sponsored by third parties, separately managed account programs sponsored by financial intermediaries worldwide and other investment vehicles. It offers Private Wealth Management services to its private clients, including high-net-worth individuals and families, trusts and estates, charitable foundations, partnerships, and other entities.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of ALLIANCEBERNSTEIN HOLDING LP
MASTERCARD INC (MA) is a large-cap growth stock in the Consumer Financial Services industry. The rating according to our strategy based on Warren Buffett is 86% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Mastercard Incorporated is a technology company in the global payments industry. The Company connects consumers, financial institutions, merchants, governments, digital partners, businesses and other organizations worldwide by enabling electronic payments and making those payment transactions secure, simple, smart and accessible. It provides a range of payment solutions and services using its brands, including Mastercard, Maestro and Cirrus. It operates a payments network that provides choice and flexibility for consumers, merchants and its customers. Through its proprietary global payments network, it switches (authorizes, clears and settles) payment transactions. Its additional payments capabilities include automated clearing house (ACH) transactions (both batch and real-time account-based payments). It offers security solutions, consumer acquisition and engagement, business and market insights, gateway, processing and open banking, among other services and solutions.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of MASTERCARD INC
About Warren Buffett: Warren Buffett is considered by many to be the greatest investor of all time. As the chairman of Berkshire Hathaway, Buffett has consistently outperformed the S&P 500 for decades, and in the process has become one of the world's richest men. (Forbes puts his net worth at $37 billion.) Despite his fortune, Buffett is known for living a modest lifestyle, by billionaire standards. His primary residence remains the gray stucco Nebraska home he purchased for $31,500 nearly 50 years ago, according to Forbes, and his folksy Midwestern manner and penchant for simple pleasures -- a cherry Coke, a good burger, and a good book are all near the top of the list -- have been well-documented.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Financial Stocks Based On Warren Buffett - 6/30/2025

Franklin Resources, Inc. BEN reported its preliminary assets under management (AUM) of $1.53 trillion as of April 30, 2025, which decreased marginally from the prior month.
The decline in the AUM balance was due to the impact of preliminary long-term net outflows of $10 billion, inclusive of $10 billion of long-term net outflows at Western Asset Management, partially offset by the positive impact of foreign exchange.
Breakdown of BEN’s AUM Based on Asset Class
Franklin recorded equity assets of $597.3 billion, which fell slightly from the previous month. The fixed income AUM of $439.5 billion at the end of April 2025 declined 1.5% from the prior month. Alternative AUM increased marginally to $253.8 billion from the prior month.
Multi-asset AUM was $174.2 billion, which fell nearly 1% from March 2025. However, the cash management balance was $70 billion, up 1.6% from the previous month.
Our Viewpoint on Franklin
April continued to be challenging for BEN due to long-term net outflows. Nonetheless, improvement in alternative AUM and cash management balance, along with Franklin’s efforts to grow inorganically, will keep supporting its financials.
BEN’s Price Performance and Zacks Rank
Over the past six months, BEN shares have plunged 2.9% compared with the industry’s 14% decline.
Image Source: Zacks Investment Research
Franklin currently carries a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Two other stocks, ALLIANCE CAP MANAGEMENT L.P. AB and Victory Capital Holdings, Inc. VCTR, will announce their monthly performances in the upcoming days. AB shares have risen 36.9% in the past year, while VCTR shares have gained 16.6% in the past year.
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Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Franklin's April AUM Balance Declines Sequentially on Net Outflows

Looking at the universe of stocks we cover at Dividend Channel, on 5/5/25, Synchrony Financial (Symbol: SYF), AllianceBernstein Holding LP (Symbol: AB), and WestAmerica Bancorporation (Symbol: WABC) will all trade ex-dividend for their respective upcoming dividends. Synchrony Financial will pay its quarterly dividend of $0.30 on 5/15/25, AllianceBernstein Holding LP will pay its quarterly dividend of $0.80 on 5/22/25, and WestAmerica Bancorporation will pay its quarterly dividend of $0.46 on 5/16/25. As a percentage of SYF's recent stock price of $51.95, this dividend works out to approximately 0.58%, so look for shares of Synchrony Financial to trade 0.58% lower — all else being equal — when SYF shares open for trading on 5/5/25. Similarly, investors should look for AB to open 2.03% lower in price and for WABC to open 0.95% lower, all else being equal.
Below are dividend history charts for SYF, AB, and WABC, showing historical dividends prior to the most recent ones declared.
Synchrony Financial (Symbol: SYF):
AllianceBernstein Holding LP (Symbol: AB):
WestAmerica Bancorporation (Symbol: WABC):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 2.31% for Synchrony Financial, 8.12% for AllianceBernstein Holding LP, and 3.80% for WestAmerica Bancorporation.
In Thursday trading, Synchrony Financial shares are currently down about 0.9%, AllianceBernstein Holding LP shares are up about 0.4%, and WestAmerica Bancorporation shares are off about 1% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ex-Dividend Reminder: Synchrony Financial, AllianceBernstein Holding and WestAmerica Bancorporation

(RTTNews) - AllianceBernstein Holding L.P. (AB) released a profit for first quarter of $74.03 million
The company's earnings came in at $74.03 million, or $0.67 per share. This compares with $77.22 million, or $0.67 per share, last year.
Excluding items, AllianceBernstein Holding L.P. reported adjusted earnings of $88.16 million or $0.80 per share for the period.
The company's revenue for the period fell 2.2% to $1.080 billion from $1.104 billion last year.
AllianceBernstein Holding L.P. earnings at a glance (GAAP) :
-Earnings: $74.03 Mln. vs. $77.22 Mln. last year. -EPS: $0.67 vs. $0.67 last year. -Revenue: $1.080 Bln vs. $1.104 Bln last year.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AllianceBernstein Holding L.P. Q1 Sales Decline

Victory Capital Holdings, Inc. VCTR reported assets under management (AUM) of $175.5 billion for February 2025. This reflected a 0.6% decline from $176.5 billion as of Jan. 31, 2024.
By asset class, VCTR’s U.S. mid cap equity AUM decreased 2.9% from the January level to $30.4 billion. The U.S. small Cap equity AUM of $14.2 billion dipped 5.3%. The global/non-U.S. equity AUM rose 5.8% to $20.6 billion. The U.S. large cap equity AUM decreased 3.7% to $13.9 billion.
Victory Capital recorded $65.5 billion in Solutions, up 0.1% from January 2025. The alternative investments asset balance declined 2.6% on a sequential basis to $2.9 billion. Fixed-income AUM was $24.4 billion, which increased marginally from the prior month.
Nonetheless, money market/short-term assets rose 1.9% from January 2025 to $3.4 billion.
The strong positioning of VCTR's integrated multi-boutique business model in a fast-expanding market, as well as the effectiveness of the distribution platform, is expected to boost its performance in the near term.
Performance of Other Asset Managers
Franklin Resources, Inc. BEN reported its preliminary assets under management of $1.58 trillion as of Feb. 28, 2025. This reflected a marginal decrease from the prior month.
The decline in the BEN's AUM balance was due to the impacts of positive markets, partially offset by long-term net outflows of $10 billion, including the previously disclosed $10 billion of long-term net outflows at Western Asset Management.
AllianceBernstein Holding L.P. AB announced assets under management for February 2025. The company’s preliminary month-end AUM of $805 billion reflects a marginal decrease from the end of January 2025.
At the end of February, AB’s Equity AUM declined 2.6% sequentially to $333 billion. Alternatives/Multi-Asset Solutions AUM (including certain multi-asset services and solutions) was up marginally to $169 billion. Fixed-Income AUM of $303 billion was up 1.3% from the end of January 2025.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Victory Capital's February AUM Decreases 0.6% Sequentially to $175.5B

AllianceBernstein Holding L.P. AB has announced assets under management (AUM) for February 2025. The company’s preliminary month-end AUM of $805 billion reflects a marginal decrease from the end of January 2025.
The fall was entirely due to market depreciation. In February, firmwide net flows were stable.
AB’s February Performance Breakdown
At the end of February, AllianceBernstein’s Equity AUM declined 2.6% sequentially to $333 billion. Alternatives/Multi-Asset Solutions AUM (including certain multi-asset services and solutions) was up marginally to $169 billion. Fixed Income AUM of $303 billion was up 1.3% from the end of January 2025.
In terms of channel, February month-end Institutions AUM of $328 billion rose marginally from the previous month. Private Wealth AUM increased marginally sequentially to $140 billion. Retail AUM was $337 billion, down 1.7% from January end.
AllianceBernstein’s global reach and solid AUM balance are likely to aid top-line growth. However, rising operating costs and a challenging operating backdrop are near-term concerns. In the past six months, shares of AB have gained 6.7% against the industry's decline of 1%.
Image Source: Zacks Investment Research
Currently, AB carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performance of AB’s Peers
Invesco IVZ announced preliminary AUM for February 2025. The company’s month-end AUM of $1.89 trillion represented a marginal decline from the previous month.
IVZ reported net long-term inflows of $6 billion for February. Non-management fee-earning net inflows were $4.4 billion, and money market net outflows totaled $7.1 billion. Further, Invesco’s AUM was unfavorably impacted by weak market returns, which lowered its AUM by $20 billion. Nonetheless, FX aided AUM's balance by $2 billion.
Franklin Resources, Inc. BEN reported its preliminary AUM of $1.58 trillion as of Feb. 28, 2025. This reflected a marginal decrease from the prior month.
The decline in BEN’s AUM balance was due to long-term net outflows of $10 billion, including the previously disclosed $10 billion of long-term net outflows at Western Asset Management, partially offset by the impacts of positive markets.
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AllianceBernstein's February AUM Declines Due to Unfavorable Market

Franklin Resources, Inc. BEN reported its preliminary assets under management (AUM) of $1.58 trillion as of Feb. 28, 2025. This reflected a marginal decrease from the prior month.
The decline in the AUM balance was due to the impacts of positive markets, partially offset by long-term net outflows of $10 billion, including the previously disclosed $10 billion of long-term net outflows at Western Asset Management.
Breakdown of BEN’s AUM Based on Asset Class
BEN recorded equity assets of $623.4 billion, which fell 2% from the previous month. The fixed income AUM of $455.6 billion at the end of February 2025 declined marginally from the prior month. Likewise, alternative AUM decreased marginally to $249.3 billion from the prior month.
Multi-asset AUM was $179.9 billion, which rose 1.8% from January 2025. Similarly, the cash management balance was $68.8 billion, up 11.1% from the previous month.
Our Viewpoint on BEN
February was challenging for Franklin due to fewer days and long-term net outflows. Nonetheless, increased cash management and multi-asset AUM, along with BEN’s efforts to grow inorganically, supported its financials.
Over the past six months, BEN shares have gained 3.1% compared with the industry’s 9% rise.
Image Source: Zacks Investment Research
Currently, BEN carries a Zacks Rank #4 (Sell).
Performance of Other Asset Managers
AllianceBernstein Holding L.P. AB and Victory Capital Holdings, Inc. VCTR will release their February AUM results in the upcoming days. AB & VCTR carry a Zacks Rank #3 (Hold) each. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for VCTR’s 2025 earnings has been revised 1.3% downward over the past week. The company’s shares have risen 15.4% in the past six months.
The consensus estimate for AB’s 2025 earnings has been revised marginally upward over the past week. The company’s stock has witnessed a 14.6% rise in the past six months.
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Franklin's February AUM Balance Declines Sequentially on Net Outflows

In the fourth quarter, several prominent hedge fund managers sold Nvidia (NASDAQ: NVDA) and bought the iShares Bitcoin Trust (NASDAQ: IBIT), an exchange-traded fund issued by BlackRock that tracks the price of Bitcoin.
Israel Englander of Millennium Management sold 1.1 million shares of Nvidia, reducing his stake by 10%. He also added 6.3 million shares of the iShares Bitcoin Trust, which now ranks as his third largest position excluding options contracts.
Ken Griffin of Citadel Advisors sold 3.9 million shares of Nvidia, reducing his stake by 56%. He also added 1 million share of the iShares Bitcoin Trust, though it remains a relatively small position in his portfolio.
David Shaw at D. E. Shaw sold 6.9 million shares of Nvidia, reducing his stake by 41%. Shaw also added 7.4 million shares of the iShares Bitcoin Trust, which now ranks among his 25 largest positions excluding options contracts.
The three billionaires mentioned above manage the three most successful hedge funds in history in terms of net gains since inception, according to LCH Investments. That makes them good sources of inspiration. Here's what investors should know about Nvidia and the iShares Bitcoin Trust.
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1. Nvidia
Nvidia reported excellent fourth-quarter financial results, beating expectations on the top and bottom lines. Revenue increased 78% to $39.3 billion on particularly strong growth in data center sales, and non-GAAP net income increased 71% to $0.89 per diluted share. The company also provided first-quarter guidance that exceeded estimates.
However, the stock has fallen about 10% since the report. One cause for the decline may be the 3-percentage point contraction in gross margin in the fourth quarter, which suggests Nvidia has lost some pricing power. But Stifel analyst Ruben Roy thinks that number will rebound as Nvidia sells more of its next-generation Blackwell graphics processing units (GPUs).
The investment thesis for Nvidia is solid. Its GPUs are the leading artificial intelligence (AI) accelerators. And competing with the company is difficult due to its CUDA platform, software development tools that include 300 code libraries and 600 pretrained AI models. CUDA helps programmers write AI applications across disciplines ranging from healthcare and retail to autonomous robots and self-driving cars.
Wall Street expects Nvidia's adjusted earnings to increase 50% in fiscal 2026, which ends in January 2026. That makes the current valuation of 40 times adjusted earnings look downright cheap. So, why were certain hedge fund managers selling Nvidia in the fourth quarter? I suspect it was more about portfolio diversification than lost confidence in the company. Regardless, patient investors should consider buying a small position today.
2. The iShares Bitcoin Trust
Bitcoin has advanced 35% over the past year to $84,000, but several Wall Street experts expect tremendous price appreciation in the coming years, as detailed below:
Ark Invest CEO Cathie Wood thinks Bitcoin could hit $3.8 million by 2030, which implies about 4,420% upside from its current price.
Gautam Chhugani at AllianceBernstein thinks Bitcoin could reach $1 million by 2033, which implies about 1,090% upside from its current price.
Strategy Executive Chairman Michael Saylor expects Bitcoin to reach $13 million by 2045, which implies about 15,375% upside from its current price.
Personally, I think those forecasts are very aggressive, but I do see three catalysts that could make Bitcoin more valuable in the coming years: adoption of spot Bitcoin ETFs, the periodic halving of Bitcoin mining subsidies, and the possible creation of a national digital asset stockpile.
Spot Bitcoin ETFs reduce friction by providing Bitcoin exposure without the hassle and high fees associated with cryptocurrency exchanges. Consequently, those funds are creating demand by drawing more investors to the market. The iShares Bitcoin ETF was the most successful ETF launch in history in terms of net inflows during its first year on the market, according to The Wall Street Journal.
Bitcoin is created and awarded to miners that add new transaction blocks to the blockchain, which involves solving complex cryptographic puzzles. However the Bitcoin subsidies awarded to miners are cut in half every 210,000 blocks, which limits the supply of Bitcoin to 21 million coins. The economic law of supply and demand says any asset with a fixed supply will become more valuable as demand increases.
President Donald Trump in January signed an executive order that tasked a working group with evaluating the creation and maintenance of a national digital asset stockpile. If such a stockpile is created, it would likely position the government as a buyer of Bitcoin. That would increase demand for cryptocurrency and help push its price higher.
Importantly, while the tailwinds discussed could make Bitcoin more valuable in the long run, history says it will be a very bumpy ride. Bitcoin has fallen 20% since mid-January, and it has dropped more than 50% from a record high three times in the last six years. Only investors comfortable with that type of volatility should consider buying a position in the iShares Bitcoin Trust.
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Trevor Jennewine has positions in Nvidia. The Motley Fool has positions in and recommends Bitcoin and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Billionaires Sell Nvidia Stock and Buy a BlackRock ETF Wall Street Experts Say May Soar Up to 15,375%

In trading on Wednesday, shares of AllianceBernstein Holding LP (Symbol: AB) crossed below their 200 day moving average of $35.24, changing hands as low as $34.90 per share. AllianceBernstein Holding LP shares are currently trading down about 1.5% on the day. The chart below shows the one year performance of AB shares, versus its 200 day moving average:
Looking at the chart above, AB's low point in its 52 week range is $30.57 per share, with $41.37 as the 52 week high point — that compares with a last trade of $34.96.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Two Hundred Day Moving Average Cross - AB

The following are today's upgrades for Validea's Patient Investor model based on the published strategy of Warren Buffett. This strategy seeks out firms with long-term, predictable profitability and low debt that trade at reasonable valuations.
ALLIANCEBERNSTEIN HOLDING LP (AB) is a mid-cap value stock in the Investment Services industry. The rating according to our strategy based on Warren Buffett changed from 51% to 86% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: AllianceBernstein Holding L.P. is a global investment management company. The Company provides diversified investment management, research, and related services to a range of clients. Its principal services include Institutional Services, Retail Services, Private Wealth Management Services and Bernstein Research Services. It offers Institutional Services to its institutional clients, which include private and public pension plans, foundations and endowments, insurance companies, central banks, and governments worldwide, and Equitable Holdings, Inc. (EQH) and its subsidiaries. Its retail services distribute retail products and services through financial intermediaries, including broker-dealers, insurance sales representatives, banks, registered investment advisors and financial planners. It offers Private Wealth Management services to its private clients, including high-net-worth individuals and families, trusts and estates, charitable foundations, partnerships, and other entities.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
EARNINGS PREDICTABILITY:
PASS
RETURN ON EQUITY:
PASS
RETURN ON ASSETS:
PASS
FREE CASH FLOW:
PASS
USE OF RETAINED EARNINGS:
PASS
SHARE REPURCHASE:
PASS
INITIAL RATE OF RETURN:
PASS
EXPECTED RETURN:
FAIL
Detailed Analysis of ALLIANCEBERNSTEIN HOLDING LP
AB Guru Analysis
AB Fundamental Analysis
Warren Buffett Portfolio
Top Warren Buffett Stocks
About Warren Buffett: Warren Buffett is considered by many to be the greatest investor of all time. As the chairman of Berkshire Hathaway, Buffett has consistently outperformed the S&P 500 for decades, and in the process has become one of the world's richest men. (Forbes puts his net worth at $37 billion.) Despite his fortune, Buffett is known for living a modest lifestyle, by billionaire standards. His primary residence remains the gray stucco Nebraska home he purchased for $31,500 nearly 50 years ago, according to Forbes, and his folksy Midwestern manner and penchant for simple pleasures -- a cherry Coke, a good burger, and a good book are all near the top of the list -- have been well-documented.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Periodand min./max. price, $	Price change, %		Volatility, %		Volume, $
Periodand min./max. price, $	AB	Industry	AB	Industry	Volume, $
Yesterday 40.4 - 41.2	-1.60	7.59	18.58	1.48	5.74M
Week 40.4 - 41.8	-1.34	7.69	1.76	3.57	26.45M
Month 39.4 - 42.0	2.10	14.43	9.15	8.06	111.75M
3 Months 35.8 - 42.0	10.10	7.78	10.86	16.86	439.40M
6 Months 32.3 - 42.0	11.44	14.86	18.20	25.77	2.03B
Year 30.6 - 42.0	19.22	19.91	29.95	35.89	3.17B
3 years 25.8 - 45.8	-1.27	76.52	48.72	65.34	7.48B
5 years 25.8 - 57.5	41.49	73.86	65.68	95.69	13.80B
All time 10.1 - 94.9	-42.13	155.79	—	—	12.70B

AllianceBernstein Holding L.P.

Price and volatility history

Risk ratios