BerganKDV Wealth Management’s Alleghany Corp Y Stock Holding History

BerganKDV 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
2022 Q4	–	Sell	-86	Closed	-$72K	–	1131
2022 Q3	$72K	Hold	86	–	–	0.01%	330
2022 Q2	$72K	Hold	86	–	–	0.01%	343
2022 Q1	$73K	Hold	86	–	–	0.01%	350
2021 Q4	$57K	Hold	86	–	–	0.01%	409
2021 Q3	$54K	Hold	86	–	–	0.01%	390
2021 Q2	$57K	Hold	86	–	–	0.01%	374
2021 Q1	$54K	Hold	86	–	–	0.01%	364
2020 Q4	$52K	Hold	86	–	–	0.01%	348
2020 Q3	$45K	Hold	86	–	–	0.01%	350
2020 Q2	$42K	Hold	86	–	–	0.01%	370
2020 Q1	$48K	Hold	86	–	–	0.01%	324
2019 Q4	$69K	Buy	+86	New	+$67.2K	0.01%	316

Other funds holding Y

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BerganKDV Wealth Management's Y Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 86 shares — an estimated $72K sold.

BerganKDV Wealth Management first reported a position in Y in Q4 2019 and held it in 12 quarters. The position peaked at $73K in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

BerganKDV Wealth Management reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 86 Alleghany Corp shares in Q4 2022, an estimated $72K.
BerganKDV Wealth Management first reported a position in Alleghany Corp in Q4 2019 and held it in 12 quarters.
BerganKDV Wealth Management's Alleghany Corp position peaked at $73K in Q1 2022.
2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.