LWMM
Y

Legacy Wealth Management (Mississippi)’s Alleghany Corp Y Stock Holding History

Legacy Wealth Management (Mississippi)’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
-700
Closed -$588K – 77
2022
Q3 		$588K Hold
700
– – 0.4% 52
2022
Q2 		$583K Hold
700
– – 0.35% 59
2022
Q1 		$593K Buy
700
+9
+1% +$6.23K 0.31% 67
2021
Q4 		$461K Buy
691
+6
+0.9% +$4K 0.24% 76
2021
Q3 		$428K Hold
685
– – 0.23% 79
2021
Q2 		$457K Hold
685
– – 0.25% 74
2021
Q1 		$429K Hold
685
– – 0.26% 72
2020
Q4 		$414K Hold
685
– – 0.26% 72
2020
Q3 		$357K Buy
+685
New +$360K 0.25% 80

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

Legacy Wealth Management (Mississippi)'s Y Position: Q4 2022 in Review

Legacy Wealth Management (Mississippi) sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 700 shares — an estimated $588K sold.

Legacy Wealth Management (Mississippi) first reported a position in Y in Q3 2020 and held it in 9 quarters. The position peaked at $593K in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Legacy Wealth Management (Mississippi) reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 700 Alleghany Corp shares in Q4 2022, an estimated $588K.
  • Legacy Wealth Management (Mississippi) first reported a position in Alleghany Corp in Q3 2020 and held it in 9 quarters.
  • Legacy Wealth Management (Mississippi)'s Alleghany Corp position peaked at $593K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2022, filed 12 Dec 2024.