Wealth Enhancement Advisory Services
Y

Wealth Enhancement Advisory Services’s Alleghany Corp Y Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		– Sell
-4,489
Closed -$3.01M – 349
2021
Q2 		$3.01M Sell
4,489
-4,197
-48% -$2.89M 0.05% 129
2021
Q1 		$5.64M Buy
8,686
+282
+3% +$174K 0.1% 89
2020
Q4 		$5.09M Buy
+8,404
New +$4.9M 0.12% 74

Other funds holding Y

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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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $60.8B AUM 26.63% 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

Wealth Enhancement Advisory Services's Y Position: Q3 2021 in Review

Wealth Enhancement Advisory Services sold out of Alleghany Corp (Y) in Q3 2021, closing a stake of 4,489 shares — an estimated $3.01M sold.

Wealth Enhancement Advisory Services first reported a position in Y in Q4 2020 and held it in 3 quarters. The position peaked at $5.64M in Q1 2021. 401 funds tracked by Wall St. Rank hold Y as of Q3 2021.

  • Wealth Enhancement Advisory Services reported no remaining Alleghany Corp position as of Q3 2021 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,489 Alleghany Corp shares in Q3 2021, an estimated $3.01M.
  • Wealth Enhancement Advisory Services first reported a position in Alleghany Corp in Q4 2020 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Alleghany Corp position peaked at $5.64M in Q1 2021.
  • 401 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2021.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2021, filed 3 Nov 2021.