CAM
Y

Cresset Asset Management’s Alleghany Corp Y Stock Holding History

Cresset Asset Management’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
-431
Closed -$362K – 929
2022
Q3 		$362K Sell
431
-421
-49% -$353K ﹤0.01% 609
2022
Q2 		$360K Sell
852
-83
-9% -$69.4K ﹤0.01% 657
2022
Q1 		$792K Buy
935
+4
+0.4% +$2.77K 0.01% 466
2021
Q4 		$621K Buy
+931
New +$620K 0.01% 625
2019
Q2 		– Sell
-9
Closed -$6K – 1885
2019
Q1 		$6K Hold
9
– – ﹤0.01% 1330
2018
Q4 		$6K Buy
+9
New +$5.54K ﹤0.01% 993

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