ACG Wealth’s Alleghany Corp Y Stock Holding History

ACG Wealth’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 Q3	–	Sell	-19	Closed	-$16K	–	1096
2022 Q2	$16K	Buy	+19	New	+$15.9K	﹤0.01%	619

Other funds holding Y

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

ACG Wealth's Y Position: Q3 2022 in Review

ACG Wealth sold out of Alleghany Corp (Y) in Q3 2022, closing a stake of 19 shares — an estimated $16K sold.

ACG Wealth first reported a position in Y in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 425 funds tracked by Wall St. Rank hold Y as of Q3 2022.

ACG Wealth reported no remaining Alleghany Corp position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 19 Alleghany Corp shares in Q3 2022, an estimated $16K.
ACG Wealth first reported a position in Alleghany Corp in Q2 2022 and held it in 1 quarter.
ACG Wealth's Alleghany Corp position peaked at $16K in Q2 2022.
425 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.