Salvus Wealth Management’s Alleghany Corp Y Stock Holding History

Salvus Wealth Management’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	-464	Closed	-$389K	–	104
2022 Q3	$389K	Sell	464 -16	-3%	-$13.4K	0.37%	69
2022 Q2	$400K	Sell	480 -10	-2%	-$8.37K	0.36%	70
2022 Q1	$415K	Sell	490 -10	-2%	-$6.93K	0.32%	75
2021 Q4	$334K	Buy	500 +43	+9%	+$28.6K	0.24%	82
2021 Q3	$285K	Hold	457	–	–	0.23%	81
2021 Q2	$310K	Sell	457 -80	-15%	-$55K	0.26%	76
2021 Q1	$355K	Sell	537 -8	-1%	-$4.95K	0.33%	68
2020 Q4	$344K	Buy	+545	New	+$318K	0.37%	66

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

Salvus Wealth Management's Y Position: Q4 2022 in Review

Salvus Wealth Management sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 464 shares — an estimated $389K sold.

Salvus Wealth Management first reported a position in Y in Q4 2020 and held it in 8 quarters. The position peaked at $415K in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

Salvus Wealth Management reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
Salvus Wealth Management sold 464 Alleghany Corp shares in Q4 2022, an estimated $389K.
Salvus Wealth Management first reported a position in Alleghany Corp in Q4 2020 and held it in 8 quarters.
Salvus Wealth Management's Alleghany Corp position peaked at $415K in Q1 2022.
2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Salvus Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.