SIG
Y

Stonegate Investment Group’s Alleghany Corp Y Stock Holding History

Stonegate Investment Group’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
-2,000
Closed -$1.68M – 352
2022
Q3 		$1.68M Hold
2,000
– – 0.08% 112
2022
Q2 		$1.67M Sell
2,000
-163
-8% -$136K 0.07% 116
2022
Q1 		$1.83M Buy
+2,163
New +$1.5M 0.06% 105

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return