BWA
Y

BDO Wealth Advisors’s Alleghany Corp Y Stock Holding History

BDO 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
Q3 		– Sell
-2
Closed -$1K – 1151
2021
Q2 		$1K Hold
2
– – ﹤0.01% 1097
2021
Q1 		$1K Buy
+2
New +$1.24K ﹤0.01% 1134
2020
Q2 		– Sell
-2
Closed -$1K – 785
2020
Q1 		$1K Buy
+2
New +$1.44K ﹤0.01% 734

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $3.37T 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

BDO Wealth Advisors's Y Position: Q3 2021 in Review

BDO Wealth Advisors sold out of Alleghany Corp (Y) in Q3 2021, closing a stake of 2 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in Y in Q1 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 401 funds tracked by Wall St. Rank hold Y as of Q3 2021.

  • BDO Wealth Advisors reported no remaining Alleghany Corp position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 2 Alleghany Corp shares in Q3 2021, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Alleghany Corp in Q1 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's Alleghany Corp position peaked at $1K in Q2 2021.
  • 401 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.