FFM
Y

Forum Financial Management’s Alleghany Corp Y Stock Holding History

Forum Financial Management’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
-321
Closed -$269K – 610
2022
Q3 		$269K Hold
321
– – 0.01% 377
2022
Q2 		$267K Hold
321
– – 0.01% 397
2022
Q1 		$271K Hold
321
– – 0.01% 445
2021
Q4 		$214K Buy
+321
New +$214K 0.01% 588

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