VFA
Y

Valeo Financial Advisors’s Alleghany Corp Y Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-9
Closed -$6K – 2029
2021
Q1 		$6K Buy
9
+1
+13% +$619 ﹤0.01% 1534
2020
Q4 		$5K Hold
8
– – ﹤0.01% 1390
2020
Q3 		$4K Sell
8
-17
-68% -$8.94K ﹤0.01% 1321
2020
Q2 		$12K Sell
25
-64
-72% -$33.1K ﹤0.01% 1241
2020
Q1 		$52K Sell
89
-3
-3% -$2.16K 0.01% 601
2019
Q4 		$74K Hold
92
– – 0.01% 524
2019
Q3 		$73K Hold
92
– – 0.01% 507
2019
Q2 		$63K Hold
92
– – 0.01% 537
2019
Q1 		$56K Buy
92
+1
+1% +$625 0.01% 531
2018
Q4 		$57K Sell
91
-2
-2% -$1.23K 0.01% 500
2018
Q3 		$56K Buy
93
+1
+1% +$626 0.01% 528
2018
Q2 		$57K Hold
92
– – 0.01% 516
2018
Q1 		$57K Buy
92
+81
+736% +$48.8K 0.01% 468
2017
Q4 		$7K Buy
11
+1
+10% +$570 ﹤0.01% 938
2017
Q3 		$6K Buy
+10
New +$5.83K ﹤0.01% 851

Other funds holding Y

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Valeo Financial Advisors's Y Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Alleghany Corp (Y) in Q2 2021, closing a stake of 9 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in Y in Q3 2017 and held it in 15 quarters. The position peaked at $74K in Q4 2019. 410 funds tracked by Wall St. Rank hold Y as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Alleghany Corp position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 9 Alleghany Corp shares in Q2 2021, an estimated $6K.
  • Valeo Financial Advisors first reported a position in Alleghany Corp in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Alleghany Corp position peaked at $74K in Q4 2019.
  • 410 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.