SJIA
Y

St. James Investment Advisors’s Alleghany Corp Y Stock Holding History

St. James Investment Advisors’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
-12
Closed -$10K – 111
2022
Q3 		$10K Hold
12
– – 0.02% 90
2022
Q2 		$10K Buy
+12
New +$10K 0.02% 90

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

St. James Investment Advisors's Y Position: Q4 2022 in Review

St. James Investment Advisors sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 12 shares — an estimated $10K sold.

St. James Investment Advisors first reported a position in Y in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • St. James Investment Advisors reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • St. James Investment Advisors sold 12 Alleghany Corp shares in Q4 2022, an estimated $10K.
  • St. James Investment Advisors first reported a position in Alleghany Corp in Q2 2022 and held it in 2 quarters.
  • St. James Investment Advisors's Alleghany Corp position peaked at $10K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on St. James Investment Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.