VAFP
Y

Vahanian & Associates Financial Planning’s Alleghany Corp Y Stock Holding History

Vahanian & Associates Financial Planning’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
Q1 		– Sell
-595
Closed -$397K – 154
2021
Q4 		$397K Buy
+595
New +$396K 0.32% 89

Other funds holding Y

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Vahanian & Associates Financial Planning's Y Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of Alleghany Corp (Y) in Q1 2022, closing a stake of 595 shares — an estimated $397K sold.

Vahanian & Associates Financial Planning first reported a position in Y in Q4 2021 and held it in 1 quarter. The position peaked at $397K in Q4 2021. 438 funds tracked by Wall St. Rank hold Y as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining Alleghany Corp position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 595 Alleghany Corp shares in Q1 2022, an estimated $397K.
  • Vahanian & Associates Financial Planning first reported a position in Alleghany Corp in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Alleghany Corp position peaked at $397K in Q4 2021.
  • 438 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.