IFWM
Y

Institute for Wealth Management’s Alleghany Corp Y Stock Holding History

Institute for Wealth 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
Q3 		– Sell
-770
Closed -$641K – 540
2022
Q2 		$641K Hold
770
– – 0.13% 202
2022
Q1 		$652K Buy
+770
New +$533K 0.11% 237

Other funds holding Y

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Institute for Wealth Management's Y Position: Q3 2022 in Review

Institute for Wealth Management sold out of Alleghany Corp (Y) in Q3 2022, closing a stake of 770 shares — an estimated $641K sold.

Institute for Wealth Management first reported a position in Y in Q1 2022 and held it in 2 quarters. The position peaked at $652K in Q1 2022. 426 funds tracked by Wall St. Rank hold Y as of Q3 2022.

  • Institute for Wealth Management reported no remaining Alleghany Corp position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 770 Alleghany Corp shares in Q3 2022, an estimated $641K.
  • Institute for Wealth Management first reported a position in Alleghany Corp in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Alleghany Corp position peaked at $652K in Q1 2022.
  • 426 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.