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 Buy
+73
New +$50.6K 0.04% 326
2021
Q2 		$37K Buy
+55
New +$37.8K 0.02% 464

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

Castleview Partners's Y Position: Q4 2022 in Review

Castleview Partners sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 73 shares — an estimated $61K sold.

Castleview Partners first reported a position in Y in Q2 2021 and held it in 4 quarters. The position peaked at $61K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Castleview Partners reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Castleview Partners sold 73 Alleghany Corp shares in Q4 2022, an estimated $61K.
  • Castleview Partners first reported a position in Alleghany Corp in Q2 2021 and held it in 4 quarters.
  • Castleview Partners's Alleghany Corp position peaked at $61K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Castleview Partners's 13F filing for Q4 2022, filed 1 Feb 2023.