BCWM
Y

Bartlett & Co Wealth Management’s Alleghany Corp Y Stock Holding History

Bartlett & Co Wealth Management’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
Q1 		– Sell
-7
Closed -$4.23K – 1215
2020
Q4 		$4.23K Buy
+7
New +$4.08K ﹤0.01% 819

Other funds holding Y

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Bartlett & Co Wealth Management's Y Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Alleghany Corp (Y) in Q1 2021, closing a stake of 7 shares — an estimated $4.23K sold.

Bartlett & Co Wealth Management first reported a position in Y in Q4 2020 and held it in 1 quarter. The position peaked at $4.23K in Q4 2020. 393 funds tracked by Wall St. Rank hold Y as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Alleghany Corp position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 7 Alleghany Corp shares in Q1 2021, an estimated $4.23K.
  • Bartlett & Co Wealth Management first reported a position in Alleghany Corp in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Alleghany Corp position peaked at $4.23K in Q4 2020.
  • 393 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.