Kestra Advisory Services’s Alleghany Corp Y Stock Holding History

Kestra Advisory Services’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
2021 Q1	–	Sell	-709	Closed	-$426K	–	2102
2020 Q4	$426K	Buy	+709	New	+$414K	﹤0.01%	1297

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Kestra Advisory Services's Y Position: Q1 2021 in Review

Kestra Advisory Services sold out of Alleghany Corp (Y) in Q1 2021, closing a stake of 709 shares — an estimated $426K sold.

Kestra Advisory Services first reported a position in Y in Q4 2020 and held it in 1 quarter. The position peaked at $426K in Q4 2020. 393 funds tracked by Wall St. Rank hold Y as of Q1 2021.

Kestra Advisory Services reported no remaining Alleghany Corp position as of Q1 2021 after selling out during the quarter.
Kestra Advisory Services sold 709 Alleghany Corp shares in Q1 2021, an estimated $426K.
Kestra Advisory Services first reported a position in Alleghany Corp in Q4 2020 and held it in 1 quarter.
Kestra Advisory Services's Alleghany Corp position peaked at $426K in Q4 2020.
393 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2021.

Based on Kestra Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.