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MC
Y
Moors & Cabot’s
Alleghany Corp
Y
Stock Holding History
Moors & Cabot’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
-2,541
Closed
-$2.13M
–
901
2022
Q3
$2.13M
Hold
2,541
–
–
0.16%
138
2022
Q2
$2.12M
Sell
2,541
-300
-11%
-$251K
0.15%
142
2022
Q1
$2.41M
Sell
2,841
-1,200
-30%
-$831K
0.15%
143
2021
Q4
$2.7M
Buy
4,041
+15
+0.4%
+$9.99K
0.17%
131
2021
Q3
$2.51M
Buy
4,026
+1,237
+44%
+$817K
0.16%
136
2021
Q2
$1.86M
Buy
+2,789
New
+$1.92M
0.13%
164
Other funds holding Y
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$8.74B AUM
14.62%
1-Year Est. Return
IA
IFP Advisors
Tampa, Florida
$4.82B AUM
20.19%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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