MWC
Y

MBM Wealth Consultants’s Alleghany Corp Y Stock Holding History

MBM Wealth Consultants’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
Q2 		– Sell
-12
Closed -$13K – 321
2022
Q1 		$13K Sell
12
-421
-97% -$292K 0.01% 234
2021
Q4 		$289K Buy
433
+58
+15% +$38.6K 0.12% 81
2021
Q3 		$234K Buy
375
+31
+9% +$20.5K 0.11% 87
2021
Q2 		$229K Buy
344
+15
+5% +$10.3K 0.11% 89
2021
Q1 		$206K Buy
329
+33
+11% +$20.4K 0.1% 86
2020
Q4 		$178K Buy
296
+15
+5% +$8.75K 0.1% 88
2020
Q3 		$146K Buy
+281
New +$148K 0.09% 84

Other funds holding Y

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return