Altus Wealth Group’s Alleghany Corp Y Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-9	Closed	-$5K	–	828
2020 Q4	$5K	Buy	+9	New	+$5.25K	﹤0.01%	670

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Altus Wealth Group's Y Position: Q1 2021 in Review

Altus Wealth Group sold out of Alleghany Corp (Y) in Q1 2021, closing a stake of 9 shares — an estimated $5K sold.

Altus Wealth Group first reported a position in Y in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 393 funds tracked by Wall St. Rank hold Y as of Q1 2021.

Altus Wealth Group reported no remaining Alleghany Corp position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 9 Alleghany Corp shares in Q1 2021, an estimated $5K.
Altus Wealth Group first reported a position in Alleghany Corp in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Alleghany Corp position peaked at $5K in Q4 2020.
393 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.