Private Trust Company’s Alleghany Corp Y Stock Holding History

Private Trust Company’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	-25	Closed	-$21K	–	2320
2022 Q3	$21K	Sell	25 -2	-7%	-$1.68K	﹤0.01%	1191
2022 Q2	$22K	Buy	+27	New	+$22.6K	﹤0.01%	1210
2014 Q3	–	Sell	-4	Closed	-$2K	–	2020
2014 Q2	$2K	Hold	4	–	–	﹤0.01%	1633
2014 Q1	$2K	Sell	4 -9	-69%	-$3.49K	﹤0.01%	1520
2013 Q4	$5K	Sell	13 -2	-13%	-$798	﹤0.01%	1184
2013 Q3	$6K	Hold	15	–	–	﹤0.01%	1101
2013 Q2	$6K	Buy	+15	New	+$5.81K	﹤0.01%	1022

Other funds holding Y

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Private Trust Company's Y Position: Q4 2022 in Review

Private Trust Company sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 25 shares — an estimated $21K sold.

Private Trust Company first reported a position in Y in Q2 2013 and held it in 7 quarters. The position peaked at $22K in Q2 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

Private Trust Company reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
Private Trust Company sold 25 Alleghany Corp shares in Q4 2022, an estimated $21K.
Private Trust Company first reported a position in Alleghany Corp in Q2 2013 and held it in 7 quarters.
Private Trust Company's Alleghany Corp position peaked at $22K in Q2 2022.
2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Private Trust Company's 13F filing for Q4 2022, filed 18 Jan 2023.