JWA
Y

JFS Wealth Advisors’s Alleghany Corp Y Stock Holding History

JFS 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
2022
Q4 		– Sell
-40
Closed -$34K – 2016
2022
Q3 		$34K Hold
40
– – ﹤0.01% 456
2022
Q2 		$33K Sell
40
-1
-2% -$836 ﹤0.01% 484
2022
Q1 		$35K Buy
41
+38
+1,267% +$26.3K ﹤0.01% 493
2021
Q4 		$2K Buy
+3
New +$2K ﹤0.01% 1219

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

JFS Wealth Advisors's Y Position: Q4 2022 in Review

JFS Wealth Advisors sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 40 shares — an estimated $34K sold.

JFS Wealth Advisors first reported a position in Y in Q4 2021 and held it in 4 quarters. The position peaked at $35K in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • JFS Wealth Advisors reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 40 Alleghany Corp shares in Q4 2022, an estimated $34K.
  • JFS Wealth Advisors first reported a position in Alleghany Corp in Q4 2021 and held it in 4 quarters.
  • JFS Wealth Advisors's Alleghany Corp position peaked at $35K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.