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 – 2857
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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return