WT
Y

Whittier Trust’s Alleghany Corp Y Stock Holding History

Whittier Trust’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
-7
Closed -$6K – 1758
2022
Q3 		$6K Hold
7
– – ﹤0.01% 1439
2022
Q2 		$6K Hold
7
– – ﹤0.01% 1425
2022
Q1 		$6K Buy
+7
New +$4.85K ﹤0.01% 1440
2019
Q1 		– Sell
-24
Closed -$15K – 1523
2018
Q4 		$15K Buy
+24
New +$14.8K ﹤0.01% 1023

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