Heritage Wealth Advisors’s Alleghany Corp Y Stock Holding History

Heritage 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
2020 Q1	–	Sell	-7	Closed	-$5.6K	–	595
2019 Q4	$5.6K	Buy	+7	New	+$5.47K	﹤0.01%	437

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

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

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

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

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

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

FPP

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

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

Heritage Wealth Advisors's Y Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Alleghany Corp (Y) in Q1 2020, closing a stake of 7 shares — an estimated $5.6K sold.

Heritage Wealth Advisors first reported a position in Y in Q4 2019 and held it in 1 quarter. The position peaked at $5.6K in Q4 2019. 367 funds tracked by Wall St. Rank hold Y as of Q1 2020.

Heritage Wealth Advisors reported no remaining Alleghany Corp position as of Q1 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 7 Alleghany Corp shares in Q1 2020, an estimated $5.6K.
Heritage Wealth Advisors first reported a position in Alleghany Corp in Q4 2019 and held it in 1 quarter.
Heritage Wealth Advisors's Alleghany Corp position peaked at $5.6K in Q4 2019.
367 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.