LWM
Y

Lionsbridge Wealth Management’s Alleghany Corp Y Stock Holding History

Lionsbridge 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
2020
Q1 		– Sell
-4
Closed -$3K – 344
2019
Q4 		$3K Buy
+4
New +$3.13K ﹤0.01% 168

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First Eagle Investment Management
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State Street
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Franklin Resources
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JP Morgan Chase
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
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Lionsbridge Wealth Management's Y Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Alleghany Corp (Y) in Q1 2020, closing a stake of 4 shares — an estimated $3K sold.

Lionsbridge Wealth Management first reported a position in Y in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 367 funds tracked by Wall St. Rank hold Y as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Alleghany Corp position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 4 Alleghany Corp shares in Q1 2020, an estimated $3K.
  • Lionsbridge Wealth Management first reported a position in Alleghany Corp in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Alleghany Corp position peaked at $3K in Q4 2019.
  • 367 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.