Arax Advisory Partners’s Alleghany Corp Y Stock Holding History

Arax Advisory Partners’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	-114	Closed	-$95K	–	1368
2022 Q3	$95K	Buy	114 +9	+9%	+$7.55K	0.02%	319
2022 Q2	$87K	Buy	105 +2	+2%	+$1.67K	0.01%	327
2022 Q1	$87K	Sell	103 -5	-5%	-$3.46K	0.01%	363
2021 Q4	$72K	Buy	108 +2	+2%	+$1.33K	0.01%	405
2021 Q3	$66K	Hold	106	–	–	0.01%	413
2021 Q2	$70K	Buy	+106	New	+$72.9K	0.01%	411
2020 Q4	$55K	Buy	92 +5	+6%	+$2.92K	0.01%	398
2020 Q3	$45K	Buy	87 +30	+53%	+$15.8K	0.01%	397
2020 Q2	$28K	Hold	57	–	–	0.01%	441
2020 Q1	$31K	Hold	57	–	–	0.01%	408
2019 Q4	$46K	Hold	57	–	–	0.01%	351
2019 Q3	$45K	Hold	57	–	–	0.01%	348
2019 Q2	$39K	Buy	+57	New	+$37.8K	0.01%	357

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

Arax Advisory Partners's Y Position: Q4 2022 in Review

Arax Advisory Partners sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 114 shares — an estimated $95K sold.

Arax Advisory Partners first reported a position in Y in Q2 2019 and held it in 13 quarters. The position peaked at $95K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

Arax Advisory Partners reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
Arax Advisory Partners sold 114 Alleghany Corp shares in Q4 2022, an estimated $95K.
Arax Advisory Partners first reported a position in Alleghany Corp in Q2 2019 and held it in 13 quarters.
Arax Advisory Partners's Alleghany Corp position peaked at $95K in Q3 2022.
2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Arax Advisory Partners's 13F filing for Q4 2022, filed 24 Feb 2023.