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 $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Prestige Wealth Management Group's Y Position: Q4 2022 in Review

Prestige Wealth Management Group sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 1 share — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in Y in Q1 2020 and held it in 4 quarters. The position peaked at $6K in Q1 2020. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Prestige Wealth Management Group reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 1 Alleghany Corp share in Q4 2022, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Alleghany Corp in Q1 2020 and held it in 4 quarters.
  • Prestige Wealth Management Group's Alleghany Corp position peaked at $6K in Q1 2020.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Prestige Wealth Management Group's 13F filing for Q4 2022, filed 8 Feb 2023.