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Advisornet Financial’s White Mountains Insurance WTM Stock Holding History

Advisornet Financial’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$1.38K – 2513
2023
Q1 		$1.38K Hold
1
– – ﹤0.01% 1798
2022
Q4 		$1.41K Sell
1
-1
-50% -$1.35K ﹤0.01% 1748
2022
Q3 		$3K Hold
2
– – ﹤0.01% 1639
2022
Q2 		$2K Hold
2
– – ﹤0.01% 1742
2022
Q1 		$2K Hold
2
– – ﹤0.01% 1824
2021
Q4 		$2K Buy
+2
New +$2.11K ﹤0.01% 1863

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Advisornet Financial's WTM Position: Q2 2023 in Review

Advisornet Financial sold out of White Mountains Insurance (WTM) in Q2 2023, closing a stake of 1 share — an estimated $1.38K sold.

Advisornet Financial first reported a position in WTM in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 258 funds tracked by Wall St. Rank hold WTM as of Q2 2023.

  • Advisornet Financial reported no remaining White Mountains Insurance position as of Q2 2023 after selling out during the quarter.
  • Advisornet Financial sold 1 White Mountains Insurance share in Q2 2023, an estimated $1.38K.
  • Advisornet Financial first reported a position in White Mountains Insurance in Q4 2021 and held it in 6 quarters.
  • Advisornet Financial's White Mountains Insurance position peaked at $3K in Q3 2022.
  • 258 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2023.

Based on Advisornet Financial's 13F filing for Q2 2023, filed 14 Jul 2023.