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

Forum Financial Management's Y Position: Q4 2022 in Review

Forum Financial Management sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 321 shares — an estimated $269K sold.

Forum Financial Management first reported a position in Y in Q4 2021 and held it in 4 quarters. The position peaked at $271K in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Forum Financial Management reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Forum Financial Management sold 321 Alleghany Corp shares in Q4 2022, an estimated $269K.
  • Forum Financial Management first reported a position in Alleghany Corp in Q4 2021 and held it in 4 quarters.
  • Forum Financial Management's Alleghany Corp position peaked at $271K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Forum Financial Management's 13F filing for Q4 2022, filed 24 Jan 2023.