WealthShield Partners’s Alleghany Corp Y Stock Holding History

WealthShield Partners’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	-40	Closed	-$25K	–	1218
2021 Q1	$25K	Buy	+40	New	+$24.8K	﹤0.01%	619

Other funds holding Y

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

WealthShield Partners's Y Position: Q2 2021 in Review

WealthShield Partners sold out of Alleghany Corp (Y) in Q2 2021, closing a stake of 40 shares — an estimated $25K sold.

WealthShield Partners first reported a position in Y in Q1 2021 and held it in 1 quarter. The position peaked at $25K in Q1 2021. 410 funds tracked by Wall St. Rank hold Y as of Q2 2021.

WealthShield Partners reported no remaining Alleghany Corp position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 40 Alleghany Corp shares in Q2 2021, an estimated $25K.
WealthShield Partners first reported a position in Alleghany Corp in Q1 2021 and held it in 1 quarter.
WealthShield Partners's Alleghany Corp position peaked at $25K in Q1 2021.
410 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.