AWS
Y

Atria Wealth Solutions’s Alleghany Corp Y Stock Holding History

Atria Wealth Solutions’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
-1,278
Closed -$1.06M – 1885
2022
Q2 		$1.06M Buy
1,278
+106
+9% +$88.7K 0.02% 666
2022
Q1 		$993K Buy
+1,172
New +$812K 0.02% 739

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Atria Wealth Solutions's Y Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Alleghany Corp (Y) in Q3 2022, closing a stake of 1,278 shares — an estimated $1.06M sold.

Atria Wealth Solutions first reported a position in Y in Q1 2022 and held it in 2 quarters. The position peaked at $1.06M in Q2 2022. 426 funds tracked by Wall St. Rank hold Y as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Alleghany Corp position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,278 Alleghany Corp shares in Q3 2022, an estimated $1.06M.
  • Atria Wealth Solutions first reported a position in Alleghany Corp in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Alleghany Corp position peaked at $1.06M in Q2 2022.
  • 426 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.