EWA
Y

EverSource Wealth Advisors’s Alleghany Corp Y Stock Holding History

EverSource Wealth Advisors’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
-1
Closed -$1K – 2465
2022
Q3 		$1K Buy
+1
New +$839 ﹤0.01% 1952

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

EverSource Wealth Advisors's Y Position: Q4 2022 in Review

EverSource Wealth Advisors sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 1 share — an estimated $1K sold.

EverSource Wealth Advisors first reported a position in Y in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • EverSource Wealth Advisors reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1 Alleghany Corp share in Q4 2022, an estimated $1K.
  • EverSource Wealth Advisors first reported a position in Alleghany Corp in Q3 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's Alleghany Corp position peaked at $1K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on EverSource Wealth Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.