FAG
Y

Fortitude Advisory Group’s Alleghany Corp Y Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-20
Closed -$17K – 1427
2022
Q1 		$17K Sell
20
-6,267
-100% -$4.34M 0.01% 891
2021
Q4 		$97K Buy
+6,287
New +$4.19M 0.05% 354

Other funds holding Y

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Fortitude Advisory Group's Y Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Alleghany Corp (Y) in Q2 2022, closing a stake of 20 shares — an estimated $17K sold.

Fortitude Advisory Group first reported a position in Y in Q4 2021 and held it in 2 quarters. The position peaked at $97K in Q4 2021. 448 funds tracked by Wall St. Rank hold Y as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Alleghany Corp position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 20 Alleghany Corp shares in Q2 2022, an estimated $17K.
  • Fortitude Advisory Group first reported a position in Alleghany Corp in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Alleghany Corp position peaked at $97K in Q4 2021.
  • 448 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.