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CP
Y
Castleview Partners’s
Alleghany Corp
Y
Stock Holding History
Castleview Partners’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
-73
Closed
-$61K
–
722
2022
Q3
$61K
Buy
73
+71
+3,550%
+$59.6K
0.06%
223
2022
Q2
$74
Sell
2
-71
-97%
-$59.4K
﹤0.01%
752
2022
Q1
$61K
Sell
73
-29,300
-100%
-$20.3M
0.04%
326
2021
Q4
$44
Buy
+29,373
New
+$19.6M
﹤0.01%
901
2021
Q2
$37K
Buy
+55
New
+$37.8K
0.02%
464
Other funds holding Y
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14.62%
1-Year Est. Return
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IFP Advisors
Tampa, Florida
$4.82B AUM
20.19%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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