CFD
Y

Creative Financial Designs’s Alleghany Corp Y Stock Holding History

Creative Financial Designs’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
-15
Closed -$13K – 1371
2022
Q3 		$13K Hold
15
– – ﹤0.01% 843
2022
Q2 		$13K Hold
15
– – ﹤0.01% 827
2022
Q1 		$13K Hold
15
– – ﹤0.01% 860
2021
Q4 		$10K Buy
15
+4
+36% +$2.67K ﹤0.01% 914
2021
Q3 		$7K Hold
11
– – ﹤0.01% 1101
2021
Q2 		$7K Hold
11
– – ﹤0.01% 1106
2021
Q1 		$7K Hold
11
– – ﹤0.01% 1007
2020
Q4 		$7K Hold
11
– – ﹤0.01% 932
2020
Q3 		$6K Buy
11
+4
+57% +$2.1K ﹤0.01% 905
2020
Q2 		$3K Buy
+7
New +$3.62K ﹤0.01% 995

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

Creative Financial Designs's Y Position: Q4 2022 in Review

Creative Financial Designs sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 15 shares — an estimated $13K sold.

Creative Financial Designs first reported a position in Y in Q2 2020 and held it in 10 quarters. The position peaked at $13K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Creative Financial Designs reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Creative Financial Designs sold 15 Alleghany Corp shares in Q4 2022, an estimated $13K.
  • Creative Financial Designs first reported a position in Alleghany Corp in Q2 2020 and held it in 10 quarters.
  • Creative Financial Designs's Alleghany Corp position peaked at $13K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Creative Financial Designs's 13F filing for Q4 2022, filed 1 Feb 2023.