V
Y

Veritable’s Alleghany Corp Y Stock Holding History

Veritable’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
-316
Closed -$265K – 903
2022
Q3 		$265K Sell
316
-3
-0.9% -$2.52K 0.01% 663
2022
Q2 		$266K Buy
319
+20
+7% +$16.7K ﹤0.01% 722
2022
Q1 		$253K Buy
+299
New +$207K ﹤0.01% 777
2020
Q1 		– Sell
-340
Closed -$272K – 840
2019
Q4 		$272K Hold
340
– – 0.01% 710
2019
Q3 		$271K Sell
340
-4
-1% -$2.94K 0.01% 676
2019
Q2 		$234K Sell
344
-6
-2% -$3.98K ﹤0.01% 728
2019
Q1 		$214K Sell
350
-9
-3% -$5.62K ﹤0.01% 744
2018
Q4 		$224K Sell
359
-6
-2% -$3.7K 0.01% 702
2018
Q3 		$238K Hold
365
– – ﹤0.01% 724
2018
Q2 		$210K Buy
+365
New +$213K ﹤0.01% 749

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

Veritable's Y Position: Q4 2022 in Review

Veritable sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 316 shares — an estimated $265K sold.

Veritable first reported a position in Y in Q2 2018 and held it in 10 quarters. The position peaked at $272K in Q4 2019. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Veritable reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Veritable sold 316 Alleghany Corp shares in Q4 2022, an estimated $265K.
  • Veritable first reported a position in Alleghany Corp in Q2 2018 and held it in 10 quarters.
  • Veritable's Alleghany Corp position peaked at $272K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Veritable's 13F filing for Q4 2022, filed 14 Feb 2023.