CFO
Y

CVA Family Office’s Alleghany Corp Y Stock Holding History

CVA Family Office’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
-30
Closed -$25K – 1029
2022
Q3 		$25K Hold
30
– – 0.01% 491
2022
Q2 		$25K Hold
30
– – 0.01% 505
2022
Q1 		$25K Hold
30
– – 0.01% 524
2021
Q4 		$20K Buy
+30
New +$20K 0.01% 534

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