Spire Wealth Management’s Alleghany Corp Y Stock Holding History

Spire 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	-116	Closed	-$97K	–	2444
2022 Q3	$97K	Sell	116 -506	-81%	-$424K	0.01%	719
2022 Q2	$518K	Sell	622 -185	-23%	-$155K	0.02%	464
2022 Q1	$684K	Sell	807 -1,207	-60%	-$836K	0.02%	484
2021 Q4	$1.34M	Buy	2,014 +1,236	+159%	+$824K	0.03%	393
2021 Q3	$486K	Hold	778	–	–	0.01%	596
2021 Q2	$519K	Sell	778 -1,268	-62%	-$872K	0.01%	598
2021 Q1	$1.3M	Buy	+2,046	New	+$1.27M	0.03%	372

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

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

Spire Wealth Management sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 116 shares — an estimated $97K sold.

Spire Wealth Management first reported a position in Y in Q1 2021 and held it in 7 quarters. The position peaked at $1.34M in Q4 2021. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

Spire Wealth Management reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
Spire Wealth Management sold 116 Alleghany Corp shares in Q4 2022, an estimated $97K.
Spire Wealth Management first reported a position in Alleghany Corp in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Alleghany Corp position peaked at $1.34M in Q4 2021.
2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.