PWMG
Y

Prestige Wealth Management Group’s Alleghany Corp Y Stock Holding History

Prestige Wealth Management Group’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
-1
Closed -$1K – 1198
2022
Q3 		$1K Buy
+1
New +$839 ﹤0.01% 957
2020
Q4 		– Sell
-8
Closed -$4K – 1067
2020
Q3 		$4K Hold
8
– – ﹤0.01% 600
2020
Q2 		$4K Sell
8
-3
-27% -$1.55K ﹤0.01% 582
2020
Q1 		$6K Buy
+11
New +$7.91K ﹤0.01% 477

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return