Cambridge Investment Research Advisors
Y

Cambridge Investment Research Advisors’s Alleghany Corp Y Stock Holding History

Cambridge Investment Research 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
2022
Q4 		– Sell
-378
Closed -$317K – 3270
2022
Q3 		$317K Buy
378
+133
+54% +$112K ﹤0.01% 2319
2022
Q2 		$204K Sell
245
-24
-9% -$20.1K ﹤0.01% 2712
2022
Q1 		$227K Sell
269
-1,982
-88% -$1.37M ﹤0.01% 2776
2021
Q4 		$1.5M Buy
2,251
+1,691
+302% +$1.13M 0.01% 1318
2021
Q3 		$349K Sell
560
-11
-2% -$7.26K ﹤0.01% 2337
2021
Q2 		$381K Sell
571
-40
-7% -$27.5K ﹤0.01% 2279
2021
Q1 		$383K Sell
611
-19
-3% -$11.8K ﹤0.01% 2101
2020
Q4 		$380K Sell
630
-9
-1% -$5.25K ﹤0.01% 1961
2020
Q3 		$333K Buy
+639
New +$336K ﹤0.01% 1870
2020
Q1 		– Sell
-1,052
Closed -$841K – 2523
2019
Q4 		$841K Buy
1,052
+173
+20% +$135K 0.01% 1257
2019
Q3 		$702K Buy
+879
New +$647K 0.01% 1281

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

Cambridge Investment Research Advisors's Y Position: Q4 2022 in Review

Cambridge Investment Research Advisors sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 378 shares — an estimated $317K sold.

Cambridge Investment Research Advisors first reported a position in Y in Q3 2019 and held it in 11 quarters. The position peaked at $1.5M in Q4 2021. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Cambridge Investment Research Advisors reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 378 Alleghany Corp shares in Q4 2022, an estimated $317K.
  • Cambridge Investment Research Advisors first reported a position in Alleghany Corp in Q3 2019 and held it in 11 quarters.
  • Cambridge Investment Research Advisors's Alleghany Corp position peaked at $1.5M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.