C
Y

Covestor’s Alleghany Corp Y Stock Holding History

Covestor’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
-158
Closed -$132K – 2828
2022
Q3 		$132K Buy
158
+57
+56% +$47.8K 0.12% 222
2022
Q2 		$84K Sell
101
-147
-59% -$123K 0.07% 509
2022
Q1 		$211K Buy
248
+135
+119% +$93.5K 0.14% 138
2021
Q4 		$76K Buy
+113
New +$75.3K 0.11% 301

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

Covestor's Y Position: Q4 2022 in Review

Covestor sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 158 shares — an estimated $132K sold.

Covestor first reported a position in Y in Q4 2021 and held it in 4 quarters. The position peaked at $211K in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Covestor reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Covestor sold 158 Alleghany Corp shares in Q4 2022, an estimated $132K.
  • Covestor first reported a position in Alleghany Corp in Q4 2021 and held it in 4 quarters.
  • Covestor's Alleghany Corp position peaked at $211K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Covestor's 13F filing for Q4 2022, filed 14 Feb 2023.