Clearstead Advisors’s Alleghany Corp Y Stock Holding History

Clearstead 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
2021 Q4	–	Sell	-37	Closed	-$23K	–	1473
2021 Q3	$23K	Buy	+37	New	+$24.4K	﹤0.01%	776

Other funds holding Y

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clearstead Advisors's Y Position: Q4 2021 in Review

Clearstead Advisors sold out of Alleghany Corp (Y) in Q4 2021, closing a stake of 37 shares — an estimated $23K sold.

Clearstead Advisors first reported a position in Y in Q3 2021 and held it in 1 quarter. The position peaked at $23K in Q3 2021. 417 funds tracked by Wall St. Rank hold Y as of Q4 2021.

Clearstead Advisors reported no remaining Alleghany Corp position as of Q4 2021 after selling out during the quarter.
Clearstead Advisors sold 37 Alleghany Corp shares in Q4 2021, an estimated $23K.
Clearstead Advisors first reported a position in Alleghany Corp in Q3 2021 and held it in 1 quarter.
Clearstead Advisors's Alleghany Corp position peaked at $23K in Q3 2021.
417 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2021.

Based on Clearstead Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.