BAM
Y

Belpointe Asset Management’s Alleghany Corp Y Stock Holding History

Belpointe Asset 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
2022
Q1 		– Sell
-305
Closed -$203K – 1333
2021
Q4 		$203K Buy
+305
New +$203K 0.01% 886

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Belpointe Asset Management's Y Position: Q1 2022 in Review

Belpointe Asset Management sold out of Alleghany Corp (Y) in Q1 2022, closing a stake of 305 shares — an estimated $203K sold.

Belpointe Asset Management first reported a position in Y in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 438 funds tracked by Wall St. Rank hold Y as of Q1 2022.

  • Belpointe Asset Management reported no remaining Alleghany Corp position as of Q1 2022 after selling out during the quarter.
  • Belpointe Asset Management sold 305 Alleghany Corp shares in Q1 2022, an estimated $203K.
  • Belpointe Asset Management first reported a position in Alleghany Corp in Q4 2021 and held it in 1 quarter.
  • Belpointe Asset Management's Alleghany Corp position peaked at $203K in Q4 2021.
  • 438 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2022.

Based on Belpointe Asset Management's 13F filing for Q1 2022, filed 28 Apr 2022.