SWA
Y

Sutton Wealth Advisors’s Alleghany Corp Y Stock Holding History

Sutton Wealth 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
-2
Closed -$1.68K – 1727
2022
Q3 		$1.68K Hold
2
– – ﹤0.01% 1205
2022
Q2 		$1.67K Hold
2
– – ﹤0.01% 1205
2022
Q1 		$1.69K Buy
2
+1
+100% +$693 ﹤0.01% 1228
2021
Q4 		$668 Buy
+1
New +$666 ﹤0.01% 1433

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

Sutton Wealth Advisors's Y Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 2 shares — an estimated $1.68K sold.

Sutton Wealth Advisors first reported a position in Y in Q4 2021 and held it in 4 quarters. The position peaked at $1.69K in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Sutton Wealth Advisors reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2 Alleghany Corp shares in Q4 2022, an estimated $1.68K.
  • Sutton Wealth Advisors first reported a position in Alleghany Corp in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's Alleghany Corp position peaked at $1.69K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.