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 $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

MBM Wealth Consultants's Y Position: Q2 2022 in Review

MBM Wealth Consultants sold out of Alleghany Corp (Y) in Q2 2022, closing a stake of 12 shares — an estimated $13K sold.

MBM Wealth Consultants first reported a position in Y in Q3 2020 and held it in 7 quarters. The position peaked at $289K in Q4 2021. 447 funds tracked by Wall St. Rank hold Y as of Q2 2022.

  • MBM Wealth Consultants reported no remaining Alleghany Corp position as of Q2 2022 after selling out during the quarter.
  • MBM Wealth Consultants sold 12 Alleghany Corp shares in Q2 2022, an estimated $13K.
  • MBM Wealth Consultants first reported a position in Alleghany Corp in Q3 2020 and held it in 7 quarters.
  • MBM Wealth Consultants's Alleghany Corp position peaked at $289K in Q4 2021.
  • 447 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2022.

Based on MBM Wealth Consultants's 13F filing for Q2 2022, filed 15 Aug 2022.