TFS
Y

TrustCore Financial Services’s Alleghany Corp Y Stock Holding History

TrustCore Financial Services’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
-10
Closed -$8K – 1175
2022
Q3 		$8K Buy
+10
New +$8.39K ﹤0.01% 802
2018
Q3 		– Sell
-6
Closed -$3K – 1010
2018
Q2 		$3K Buy
+6
New +$3.5K ﹤0.01% 793

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TrustCore Financial Services's Y Position: Q4 2022 in Review

TrustCore Financial Services sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 10 shares — an estimated $8K sold.

TrustCore Financial Services first reported a position in Y in Q2 2018 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • TrustCore Financial Services reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 10 Alleghany Corp shares in Q4 2022, an estimated $8K.
  • TrustCore Financial Services first reported a position in Alleghany Corp in Q2 2018 and held it in 2 quarters.
  • TrustCore Financial Services's Alleghany Corp position peaked at $8K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.