WPW
Y

Waldron Private Wealth’s Alleghany Corp Y Stock Holding History

Waldron Private Wealth’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
-371
Closed -$311K – 373
2022
Q3 		$311K Buy
+371
New +$311K 0.02% 301

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Waldron Private Wealth's Y Position: Q4 2022 in Review

Waldron Private Wealth sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 371 shares — an estimated $311K sold.

Waldron Private Wealth first reported a position in Y in Q3 2022 and held it in 1 quarter. The position peaked at $311K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Waldron Private Wealth reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Waldron Private Wealth sold 371 Alleghany Corp shares in Q4 2022, an estimated $311K.
  • Waldron Private Wealth first reported a position in Alleghany Corp in Q3 2022 and held it in 1 quarter.
  • Waldron Private Wealth's Alleghany Corp position peaked at $311K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Waldron Private Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.