Capital Asset Advisory Services’s White Mountains Insurance WTM Stock Holding History

Capital Asset Advisory Services’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 Q1	–	Sell	-39	Closed	-$39K	–	1516
2020 Q4	$39K	Buy	+39	New	+$36.7K	0.01%	682

Other funds holding WTM

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Capital Asset Advisory Services's WTM Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of White Mountains Insurance (WTM) in Q1 2021, closing a stake of 39 shares — an estimated $39K sold.

Capital Asset Advisory Services first reported a position in WTM in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 245 funds tracked by Wall St. Rank hold WTM as of Q1 2021.

Capital Asset Advisory Services reported no remaining White Mountains Insurance position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 39 White Mountains Insurance shares in Q1 2021, an estimated $39K.
Capital Asset Advisory Services first reported a position in White Mountains Insurance in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's White Mountains Insurance position peaked at $39K in Q4 2020.
245 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.