Evoke Wealth’s Alleghany Corp Y Stock Holding History

Evoke Wealth’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
2020 Q4	–	Sell	-95	Closed	-$49K	–	1091
2020 Q3	$49K	Buy	+95	New	+$49.9K	﹤0.01%	361

Other funds holding Y

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Evoke Wealth's Y Position: Q4 2020 in Review

Evoke Wealth sold out of Alleghany Corp (Y) in Q4 2020, closing a stake of 95 shares — an estimated $49K sold.

Evoke Wealth first reported a position in Y in Q3 2020 and held it in 1 quarter. The position peaked at $49K in Q3 2020. 387 funds tracked by Wall St. Rank hold Y as of Q4 2020.

Evoke Wealth reported no remaining Alleghany Corp position as of Q4 2020 after selling out during the quarter.
Evoke Wealth sold 95 Alleghany Corp shares in Q4 2020, an estimated $49K.
Evoke Wealth first reported a position in Alleghany Corp in Q3 2020 and held it in 1 quarter.
Evoke Wealth's Alleghany Corp position peaked at $49K in Q3 2020.
387 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2020.

Based on Evoke Wealth's 13F filing for Q4 2020, filed 12 Feb 2021.