Blue Trust Inc’s Alleghany Corp Y Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-76
Closed -$64K 2748
2022
Q4
$64K Buy
76
+43
+130% +$36.3K ﹤0.01% 829
2022
Q3
$27K Buy
33
+18
+120% +$15.1K ﹤0.01% 974
2022
Q2
$13K Buy
+15
New +$12.5K ﹤0.01% 1125

Blue Trust Inc's Y Position: Q1 2023 in Review

Blue Trust Inc sold out of Alleghany Corp (Y) in Q1 2023, closing a stake of 76 shares — an estimated $64K sold.

Blue Trust Inc first reported a position in Y in Q2 2022 and held it in 3 quarters. The position peaked at $64K in Q4 2022. 0 funds tracked by Wall St. Rank hold Y as of Q1 2023.

  • Blue Trust Inc reported no remaining Alleghany Corp position as of Q1 2023 after selling out during the quarter.
  • Blue Trust Inc sold 76 Alleghany Corp shares in Q1 2023, an estimated $64K.
  • Blue Trust Inc first reported a position in Alleghany Corp in Q2 2022 and held it in 3 quarters.
  • Blue Trust Inc's Alleghany Corp position peaked at $64K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2023.

Based on Blue Trust Inc's 13F filing for Q1 2023, filed 17 Apr 2023.