Atria Investments
Y

Atria Investments’s Alleghany Corp Y Stock Holding History

Atria Investments’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
2020
Q2 		– Sell
-422
Closed -$233K – 797
2020
Q1 		$233K Buy
+422
New +$304K 0.02% 490
2019
Q2 		– Sell
-1,109
Closed -$315K – 1105
2019
Q1 		$315K Buy
+1,109
New +$693K 0.01% 683

Other funds holding Y

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Findlay Park Partners
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atria Investments's Y Position: Q2 2020 in Review

Atria Investments sold out of Alleghany Corp (Y) in Q2 2020, closing a stake of 422 shares — an estimated $233K sold.

Atria Investments first reported a position in Y in Q1 2019 and held it in 2 quarters. The position peaked at $315K in Q1 2019. 357 funds tracked by Wall St. Rank hold Y as of Q2 2020.

  • Atria Investments reported no remaining Alleghany Corp position as of Q2 2020 after selling out during the quarter.
  • Atria Investments sold 422 Alleghany Corp shares in Q2 2020, an estimated $233K.
  • Atria Investments first reported a position in Alleghany Corp in Q1 2019 and held it in 2 quarters.
  • Atria Investments's Alleghany Corp position peaked at $315K in Q1 2019.
  • 357 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.