PFO
Y

Pathstone Family Office’s Alleghany Corp Y Stock Holding History

Pathstone Family Office’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
-819
Closed -$710K – 1448
2022
Q3 		$710K Buy
819
+233
+40% +$195K 0.01% 502
2022
Q2 		$488K Buy
586
+455
+347% +$381K 0.01% 583
2022
Q1 		$278K Buy
+131
New +$90.7K 0.01% 780
2019
Q1 		– Sell
-7
Closed -$4K – 959
2018
Q4 		$4K Buy
+7
New +$4.31K ﹤0.01% 408
2014
Q1 		– Sell
-106
Closed -$42K – 243
2013
Q4 		$42K Buy
106
+94
+783% +$37.5K 0.09% 67
2013
Q3 		$5K Sell
12
-106
-90% -$42.3K 0.02% 224
2013
Q2 		$46K Buy
+118
New +$45.7K 0.05% 118

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

Pathstone Family Office's Y Position: Q4 2022 in Review

Pathstone Family Office sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 819 shares — an estimated $710K sold.

Pathstone Family Office first reported a position in Y in Q2 2013 and held it in 7 quarters. The position peaked at $710K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Pathstone Family Office reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Pathstone Family Office sold 819 Alleghany Corp shares in Q4 2022, an estimated $710K.
  • Pathstone Family Office first reported a position in Alleghany Corp in Q2 2013 and held it in 7 quarters.
  • Pathstone Family Office's Alleghany Corp position peaked at $710K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Pathstone Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.