Cetera Advisor Networks’s White Mountains Insurance WTM Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$240K	Sell	134 -27	-17%	-$45.3K	﹤0.01%	2453
2023 Q4	$242K	Sell	161 -26	-14%	-$38.6K	﹤0.01%	2388
2023 Q3	$280K	Buy	+187	New	+$287K	﹤0.01%	2192
2020 Q3	–	Sell	-18	Closed	-$16K	–	3040
2020 Q2	$16K	Buy	+18	New	+$16.2K	﹤0.01%	2524

Other funds holding WTM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

RRAM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cetera Advisor Networks's WTM Position: Q1 2024 in Review

Cetera Advisor Networks reduced its White Mountains Insurance (WTM) stake by 17% in Q1 2024, selling an estimated $45.3K and leaving 134 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

Cetera Advisor Networks first reported a position in WTM in Q2 2020 and has held it in 4 quarters since. The position peaked at $280K in Q3 2023. 304 funds tracked by Wall St. Rank hold WTM as of Q1 2024.

Cetera Advisor Networks held 134 shares of White Mountains Insurance worth $240K as of Q1 2024.
Cetera Advisor Networks sold 27 White Mountains Insurance shares in Q1 2024, an estimated $45.3K.
White Mountains Insurance made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2453 holding.
Cetera Advisor Networks first reported a position in White Mountains Insurance in Q2 2020 and has held it in 4 quarters since.
Cetera Advisor Networks's White Mountains Insurance position peaked at $280K in Q3 2023.
304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.