Arkadios Wealth Advisors’s Alleghany Corp Y Stock Holding History

Arkadios Wealth Advisors’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 Q4	–	Sell	-1	Closed	–	–	1915
2021 Q3	$0	Hold	1	–	–	﹤0.01%	2111
2021 Q2	$0	Hold	1	–	–	﹤0.01%	2068
2021 Q1	$0	Buy	+1	New	+$619	﹤0.01%	1779

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

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

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

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

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

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

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

Arkadios Wealth Advisors's Y Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Alleghany Corp (Y) in Q4 2021, closing a stake of 1 share.

Arkadios Wealth Advisors first reported a position in Y in Q1 2021 and held it in 3 quarters. The position peaked at $0 in Q3 2021. 417 funds tracked by Wall St. Rank hold Y as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Alleghany Corp position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1 Alleghany Corp share in Q4 2021.
Arkadios Wealth Advisors first reported a position in Alleghany Corp in Q1 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's Alleghany Corp position peaked at $0 in Q3 2021.
417 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.