BL
Y

Balentine LLC’s Alleghany Corp Y Stock Holding History

Balentine LLC’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
-1,038
Closed -$871K – 720
2022
Q3 		$871K Buy
1,038
+593
+133% +$497K 0.03% 181
2022
Q2 		$371K Buy
+445
New +$372K 0.01% 385
2020
Q3 		– Sell
-3
Closed -$1K – 906
2020
Q2 		$1K Buy
+3
New +$1.55K ﹤0.01% 919

Other funds holding Y

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Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return