U.S. Capital Wealth Advisors’s Alleghany Corp Y Stock Holding History

U.S. Capital 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	-549	Closed	-$461K	–	1625
2022 Q3	$461K	Hold	549	–	–	0.02%	458
2022 Q2	$457K	Hold	549	–	–	0.02%	486
2022 Q1	$465K	Buy	549 +10	+2%	+$6.93K	0.02%	530
2021 Q4	$360K	Sell	539 -9	-2%	-$6K	0.01%	571
2021 Q3	$342K	Buy	+548	New	+$362K	0.01%	586

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

U.S. Capital Wealth Advisors's Y Position: Q4 2022 in Review

U.S. Capital Wealth Advisors sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 549 shares — an estimated $461K sold.

U.S. Capital Wealth Advisors first reported a position in Y in Q3 2021 and held it in 5 quarters. The position peaked at $465K in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

U.S. Capital Wealth Advisors reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 549 Alleghany Corp shares in Q4 2022, an estimated $461K.
U.S. Capital Wealth Advisors first reported a position in Alleghany Corp in Q3 2021 and held it in 5 quarters.
U.S. Capital Wealth Advisors's Alleghany Corp position peaked at $465K in Q1 2022.
2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.