CFFP
Y

Center for Financial Planning’s Alleghany Corp Y Stock Holding History

Center for Financial Planning’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
-10
Closed -$8K – 682
2022
Q3 		$8K Hold
10
– – ﹤0.01% 387
2022
Q2 		$8K Hold
10
– – ﹤0.01% 389
2022
Q1 		$8K Hold
10
– – ﹤0.01% 402
2021
Q4 		$7K Hold
10
– – ﹤0.01% 414
2021
Q3 		$6K Hold
10
– – ﹤0.01% 407
2021
Q2 		$7K Sell
10
-7
-41% -$4.82K ﹤0.01% 405
2021
Q1 		$11K Buy
17
+10
+143% +$6.19K ﹤0.01% 378
2020
Q4 		$4K Hold
7
– – ﹤0.01% 414
2020
Q3 		$4K Hold
7
– – ﹤0.01% 380
2020
Q2 		$3K Hold
7
– – ﹤0.01% 403
2020
Q1 		$4K Hold
7
– – ﹤0.01% 448
2019
Q4 		$6K Buy
+7
New +$5.47K ﹤0.01% 360

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

Center for Financial Planning's Y Position: Q4 2022 in Review

Center for Financial Planning sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 10 shares — an estimated $8K sold.

Center for Financial Planning first reported a position in Y in Q4 2019 and held it in 12 quarters. The position peaked at $11K in Q1 2021. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Center for Financial Planning reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 10 Alleghany Corp shares in Q4 2022, an estimated $8K.
  • Center for Financial Planning first reported a position in Alleghany Corp in Q4 2019 and held it in 12 quarters.
  • Center for Financial Planning's Alleghany Corp position peaked at $11K in Q1 2021.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.