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Center for Financial Planning’s White Mountains Insurance WTM Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-12
Closed -$11K – 587
2020
Q1 		$11K Buy
+12
New +$12.4K ﹤0.01% 316

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 $580B AUM 38.23% 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 $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Center for Financial Planning's WTM Position: Q2 2020 in Review

Center for Financial Planning sold out of White Mountains Insurance (WTM) in Q2 2020, closing a stake of 12 shares — an estimated $11K sold.

Center for Financial Planning first reported a position in WTM in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 208 funds tracked by Wall St. Rank hold WTM as of Q2 2020.

  • Center for Financial Planning reported no remaining White Mountains Insurance position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 12 White Mountains Insurance shares in Q2 2020, an estimated $11K.
  • Center for Financial Planning first reported a position in White Mountains Insurance in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's White Mountains Insurance position peaked at $11K in Q1 2020.
  • 208 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.