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Ameritas Investment Company’s White Mountains Insurance WTM Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-5
Closed -$5.58K – 2091
2021
Q1 		$5.58K Buy
+5
New +$5.59K ﹤0.01% 1683
2019
Q4 		– Sell
-3
Closed -$3K – 1520
2019
Q3 		$3K Buy
+3
New +$3.2K ﹤0.01% 1408

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ACM
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RRAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Ameritas Investment Company's WTM Position: Q2 2021 in Review

Ameritas Investment Company sold out of White Mountains Insurance (WTM) in Q2 2021, closing a stake of 5 shares — an estimated $5.58K sold.

Ameritas Investment Company first reported a position in WTM in Q3 2019 and held it in 2 quarters. The position peaked at $5.58K in Q1 2021. 233 funds tracked by Wall St. Rank hold WTM as of Q2 2021.

  • Ameritas Investment Company reported no remaining White Mountains Insurance position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 5 White Mountains Insurance shares in Q2 2021, an estimated $5.58K.
  • Ameritas Investment Company first reported a position in White Mountains Insurance in Q3 2019 and held it in 2 quarters.
  • Ameritas Investment Company's White Mountains Insurance position peaked at $5.58K in Q1 2021.
  • 233 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.