RJT
Y

Raymond James Trust’s Alleghany Corp Y Stock Holding History

Raymond James Trust’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
-302
Closed -$253K – 1178
2022
Q3 		$253K Sell
302
-9
-3% -$7.55K 0.01% 866
2022
Q2 		$259K Sell
311
-26
-8% -$21.7K 0.01% 877
2022
Q1 		$285K Buy
337
+35
+12% +$24.2K 0.01% 907
2021
Q4 		$202K Buy
+302
New +$201K 0.01% 1119

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

Raymond James Trust's Y Position: Q4 2022 in Review

Raymond James Trust sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 302 shares — an estimated $253K sold.

Raymond James Trust first reported a position in Y in Q4 2021 and held it in 4 quarters. The position peaked at $285K in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Raymond James Trust reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Raymond James Trust sold 302 Alleghany Corp shares in Q4 2022, an estimated $253K.
  • Raymond James Trust first reported a position in Alleghany Corp in Q4 2021 and held it in 4 quarters.
  • Raymond James Trust's Alleghany Corp position peaked at $285K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Raymond James Trust's 13F filing for Q4 2022, filed 2 Feb 2023.