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Burt Wealth Advisors’s White Mountains Insurance WTM Stock Holding History

Burt Wealth Advisors’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
2020
Q3 		– Sell
-5
Closed -$4K – 441
2020
Q2 		$4K Hold
5
– – ﹤0.01% 308
2020
Q1 		$5K Buy
+5
New +$5.17K ﹤0.01% 315

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Burt Wealth Advisors's WTM Position: Q3 2020 in Review

Burt Wealth Advisors sold out of White Mountains Insurance (WTM) in Q3 2020, closing a stake of 5 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in WTM in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2020. 223 funds tracked by Wall St. Rank hold WTM as of Q3 2020.

  • Burt Wealth Advisors reported no remaining White Mountains Insurance position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 5 White Mountains Insurance shares in Q3 2020, an estimated $4K.
  • Burt Wealth Advisors first reported a position in White Mountains Insurance in Q1 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's White Mountains Insurance position peaked at $5K in Q1 2020.
  • 223 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.