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CFM Wealth Partners’s White Mountains Insurance WTM Stock Holding History

CFM Wealth Partners’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
-2
Closed -$1K – 459
2020
Q2 		$1K Sell
2
-8
-80% -$7.21K ﹤0.01% 499
2020
Q1 		$9K Buy
+10
New +$10.3K ﹤0.01% 443

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ACM
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Dimensional Fund Advisors
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BlackRock
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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

CFM Wealth Partners's WTM Position: Q3 2020 in Review

CFM Wealth Partners sold out of White Mountains Insurance (WTM) in Q3 2020, closing a stake of 2 shares — an estimated $1K sold.

CFM Wealth Partners first reported a position in WTM in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2020. 223 funds tracked by Wall St. Rank hold WTM as of Q3 2020.

  • CFM Wealth Partners reported no remaining White Mountains Insurance position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 2 White Mountains Insurance shares in Q3 2020, an estimated $1K.
  • CFM Wealth Partners first reported a position in White Mountains Insurance in Q1 2020 and held it in 2 quarters.
  • CFM Wealth Partners's White Mountains Insurance position peaked at $9K in Q1 2020.
  • 223 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2020.

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