PWP
Y

Personal Wealth Partners’s Alleghany Corp Y Stock Holding History

Personal Wealth Partners’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
-1
Closed -$1K – 667
2019
Q4 		$1K Hold
1
– – ﹤0.01% 492
2019
Q3 		$1K Buy
+1
New +$736 ﹤0.01% 505

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State Street
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Franklin Resources
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FPP
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Wellington Management Group
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Personal Wealth Partners's Y Position: Q1 2020 in Review

Personal Wealth Partners sold out of Alleghany Corp (Y) in Q1 2020, closing a stake of 1 share — an estimated $1K sold.

Personal Wealth Partners first reported a position in Y in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 367 funds tracked by Wall St. Rank hold Y as of Q1 2020.

  • Personal Wealth Partners reported no remaining Alleghany Corp position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 1 Alleghany Corp share in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Alleghany Corp in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Alleghany Corp position peaked at $1K in Q4 2019.
  • 367 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.