BFG
Y

Beacon Financial Group’s Alleghany Corp Y Stock Holding History

Beacon Financial Group’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
-1,479
Closed -$1.24M – 242
2022
Q3 		$1.24M Sell
1,479
-55
-4% -$46.1K 0.19% 114
2022
Q2 		$1.28M Sell
1,534
-34
-2% -$28.4K 0.19% 116
2022
Q1 		$1.33M Buy
1,568
+43
+3% +$29.8K 0.18% 121
2021
Q4 		$1.01M Buy
1,525
+157
+11% +$105K 0.13% 143
2021
Q3 		$859K Sell
1,368
-54
-4% -$35.7K 0.12% 149
2021
Q2 		$937K Sell
1,422
-202
-12% -$139K 0.13% 139
2021
Q1 		$1.01M Hold
1,624
– – 0.16% 126
2020
Q4 		$1.01M Sell
1,624
-63
-4% -$36.8K 0.16% 128
2020
Q3 		$878K Buy
+1,687
New +$887K 0.16% 125

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Beacon Financial Group's Y Position: Q4 2022 in Review

Beacon Financial Group sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 1,479 shares — an estimated $1.24M sold.

Beacon Financial Group first reported a position in Y in Q3 2020 and held it in 9 quarters. The position peaked at $1.33M in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Beacon Financial Group reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Beacon Financial Group sold 1,479 Alleghany Corp shares in Q4 2022, an estimated $1.24M.
  • Beacon Financial Group first reported a position in Alleghany Corp in Q3 2020 and held it in 9 quarters.
  • Beacon Financial Group's Alleghany Corp position peaked at $1.33M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Beacon Financial Group's 13F filing for Q4 2022, filed 19 Jan 2023.