9258 Wealth Management’s Alleghany Corp Y Stock Holding History

9258 Wealth Management’s Portfolio Y Stock Details Y Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-471	Closed	-$395K	–	346
2022 Q3	$395K	Buy	471 +6	+1%	+$5.03K	0.1%	191
2022 Q2	$387K	Buy	465 +14	+3%	+$11.7K	0.1%	211
2022 Q1	$382K	Buy	451 +45	+11%	+$31.2K	0.09%	235
2021 Q4	$271K	Hold	406	–	–	0.06%	308
2021 Q3	$254K	Buy	406 +17	+4%	+$11.2K	0.07%	291
2021 Q2	$259K	Buy	389 +51	+15%	+$35.1K	0.07%	288
2021 Q1	$212K	Hold	338	–	–	0.06%	302
2020 Q4	$204K	Buy	+338	New	+$197K	0.07%	288
2020 Q1	–	Sell	-363	Closed	-$290K	–	324
2019 Q4	$290K	Buy	+363	New	+$284K	0.11%	218

Other funds holding Y

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

9258 Wealth Management's Y Position: Q4 2022 in Review

9258 Wealth Management sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 471 shares — an estimated $395K sold.

9258 Wealth Management first reported a position in Y in Q4 2019 and held it in 9 quarters. The position peaked at $395K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

9258 Wealth Management reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
9258 Wealth Management sold 471 Alleghany Corp shares in Q4 2022, an estimated $395K.
9258 Wealth Management first reported a position in Alleghany Corp in Q4 2019 and held it in 9 quarters.
9258 Wealth Management's Alleghany Corp position peaked at $395K in Q3 2022.
2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on 9258 Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.