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 $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CVA Family Office's Y Position: Q4 2022 in Review

CVA Family Office sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 30 shares — an estimated $25K sold.

CVA Family Office first reported a position in Y in Q4 2021 and held it in 4 quarters. The position peaked at $25K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • CVA Family Office reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • CVA Family Office sold 30 Alleghany Corp shares in Q4 2022, an estimated $25K.
  • CVA Family Office first reported a position in Alleghany Corp in Q4 2021 and held it in 4 quarters.
  • CVA Family Office's Alleghany Corp position peaked at $25K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on CVA Family Office's 13F filing for Q4 2022, filed 22 Feb 2023.